-65.8%
JOBY vs BUD
+38.4%
-104.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.1% | +1.0% | +4.1% |
| 7D | -0.6% | +3.3% | -3.9% | -0.6% |
| 30D | -12.6% | +11.8% | -24.5% | -12.9% |
| 3M | -36.6% | -1.1% | -35.5% | -36.9% |
| 6M | -43.0% | +14.9% | -57.9% | -43.8% |
| YTD | -61.7% | +32.6% | -94.3% | -57.8% |
| 1Y | -65.8% | +37.2% | -103.0% | -62.1% |
| All | -65.8% | +38.4% | -104.1% | -62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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