-12.2%
JOBY vs BND
+12.5%
-24.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.4% |
| 7D | -5.2% | -1.0% | -4.2% | -2.9% |
| 30D | -19.7% | -1.1% | -18.6% | -17.6% |
| 3M | -31.7% | -1.9% | -29.9% | -28.6% |
| 6M | -37.5% | -1.6% | -35.9% | -34.6% |
| YTD | -51.6% | -1.2% | -50.3% | -49.7% |
| 1Y | -53.3% | -0.7% | -52.5% | -52.0% |
| 3Y | -12.2% | +12.5% | -24.7% | -31.0% |
| All | -12.2% | +12.5% | -24.7% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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