-28.0%
JOBY vs BNY
+256.6%
-284.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.2% | +1.2% |
| 7D | -5.2% | -1.3% | -3.9% | -4.0% |
| 30D | -19.7% | -0.2% | -19.6% | -19.8% |
| 3M | -31.7% | +14.9% | -46.7% | -41.0% |
| 6M | -37.5% | +40.0% | -77.5% | -55.3% |
| YTD | -51.6% | +42.0% | -93.6% | -66.0% |
| 1Y | -53.3% | +56.9% | -110.1% | -70.0% |
| 3Y | -12.2% | +289.9% | -302.1% | -75.0% |
| All | -28.0% | +256.6% | -284.6% | -76.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling