-28.0%
JOBY vs BTDR
+20.7%
-48.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.7% | -2.5% | +0.6% |
| 7D | -5.2% | -3.4% | -1.8% | -4.6% |
| 30D | -19.7% | +32.6% | -52.3% | -24.2% |
| 3M | -31.7% | -32.2% | +0.5% | -28.2% |
| 6M | -37.5% | +52.4% | -89.9% | -42.9% |
| YTD | -51.6% | +6.7% | -58.3% | -53.4% |
| 1Y | -53.3% | -15.2% | -38.1% | -54.7% |
| 3Y | -12.2% | +14.9% | -27.1% | -24.6% |
| All | -28.0% | +20.7% | -48.7% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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