-38.9%
JOBY vs BND
-1.7%
-37.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.2% | -5.9% | -5.7% |
| 7D | -5.9% | -0.1% | -5.7% | -5.6% |
| 30D | -27.1% | -0.2% | -26.9% | -26.8% |
| 3M | -30.7% | -0.7% | -30.1% | -29.7% |
| 6M | -36.1% | -1.7% | -34.4% | -33.7% |
| YTD | -51.4% | -0.5% | -50.8% | -50.5% |
| 1Y | -52.2% | +0.4% | -52.5% | -52.0% |
| 3Y | -12.1% | +13.1% | -25.2% | -26.9% |
| 5Y | -31.1% | -2.1% | -29.0% | -40.7% |
| All | -38.9% | -1.7% | -37.1% | -49.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling