-11.8%
JOBY vs BIL
+14.1%
-25.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | 0.0% | -6.1% | -6.1% |
| 7D | -5.9% | +0.1% | -5.9% | -4.6% |
| 30D | -27.1% | +0.3% | -27.4% | -22.7% |
| 3M | -30.7% | +0.9% | -31.6% | -17.4% |
| 6M | -36.1% | +1.8% | -37.9% | -14.5% |
| YTD | -51.4% | +2.5% | -53.8% | -30.8% |
| 1Y | -52.2% | +3.7% | -55.8% | -19.0% |
| All | -11.8% | +14.1% | -25.9% | +350.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BIL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling