-35.8%
JOBY vs BIL
+19.3%
-55.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.8% |
| 7D | -3.4% | +0.1% | -3.5% | -3.2% |
| 30D | -13.6% | +0.3% | -13.9% | -12.8% |
| 3M | -39.5% | +0.9% | -40.4% | -38.3% |
| 6M | -31.9% | +1.8% | -33.7% | -31.4% |
| YTD | -48.9% | +2.4% | -51.4% | -49.6% |
| 1Y | -48.5% | +3.7% | -52.3% | -50.6% |
| 3Y | -8.0% | +14.2% | -22.2% | -41.7% |
| 5Y | -33.7% | +19.4% | -53.1% | -76.2% |
| All | -35.8% | +19.3% | -55.1% | -76.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling