-53.3%
JOBY vs BTSG
+113.2%
-166.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +0.7% |
| 7D | -5.2% | -3.3% | -1.9% | -4.0% |
| 30D | -19.7% | -1.6% | -18.1% | -19.5% |
| 3M | -31.7% | -6.9% | -24.8% | -31.6% |
| 6M | -37.5% | +42.1% | -79.6% | -48.9% |
| YTD | -51.6% | +56.8% | -108.4% | -62.3% |
| 1Y | -53.3% | +109.8% | -163.1% | -64.7% |
| All | -53.3% | +113.2% | -166.5% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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