-36.7%
JOBY vs BTDR
+15.3%
-52.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.5% | +4.8% | -0.5% |
| 7D | -8.2% | -3.2% | -5.0% | -7.6% |
| 30D | -25.1% | +32.7% | -57.7% | -29.3% |
| 3M | -28.8% | -28.4% | -0.4% | -25.8% |
| 6M | -36.1% | +51.7% | -87.8% | -41.5% |
| YTD | -52.2% | +2.9% | -55.1% | -53.7% |
| 1Y | -52.4% | -15.5% | -36.9% | -53.8% |
| 3Y | -13.6% | 0.0% | -13.6% | -25.2% |
| 5Y | -32.2% | +16.5% | -48.6% | -42.3% |
| All | -36.7% | +15.3% | -52.0% | -46.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling