-32.2%
JOBY vs BIL
+19.4%
-51.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -8.2% | +0.1% | -8.2% | -8.0% |
| 30D | -25.1% | +0.3% | -25.3% | -24.3% |
| 3M | -28.8% | +0.9% | -29.7% | -27.0% |
| 6M | -36.1% | +1.8% | -37.9% | -35.2% |
| YTD | -52.2% | +2.5% | -54.7% | -52.5% |
| 1Y | -52.4% | +3.7% | -56.1% | -53.8% |
| 3Y | -13.6% | +14.1% | -27.7% | -49.6% |
| 5Y | -32.2% | +19.4% | -51.6% | -82.6% |
| All | -32.2% | +19.4% | -51.6% | -82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling