-48.5%
JOBY vs BROS
-35.3%
-13.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.1% |
| 7D | -3.4% | -6.7% | +3.2% | -2.0% |
| 30D | -13.6% | -29.1% | +15.5% | -7.4% |
| 3M | -39.5% | -16.7% | -22.8% | -39.3% |
| 6M | -31.9% | -11.6% | -20.2% | -33.3% |
| YTD | -48.9% | -23.9% | -25.0% | -48.3% |
| 1Y | -48.5% | -34.8% | -13.8% | -36.6% |
| All | -48.5% | -35.3% | -13.2% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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