-48.5%
JOBY vs BNY
+59.6%
-108.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.2% |
| 7D | -3.4% | +1.4% | -4.9% | -4.8% |
| 30D | -13.6% | +3.8% | -17.4% | -17.2% |
| 3M | -39.5% | +14.9% | -54.4% | -48.2% |
| 6M | -31.9% | +40.3% | -72.2% | -53.7% |
| YTD | -48.9% | +43.8% | -92.7% | -67.4% |
| 1Y | -48.5% | +58.9% | -107.4% | -70.7% |
| All | -48.5% | +59.6% | -108.1% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1y: compounded portfolio wealth divided by compounded BNY 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…
1y analysis · Full analysis span regression · 6 months rolling