-39.1%
JOBY vs BUD
+34.1%
-73.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.5% | +1.0% |
| 7D | -5.2% | -2.6% | -2.6% | -4.1% |
| 30D | -19.7% | -1.2% | -18.5% | -19.3% |
| 3M | -31.7% | -4.9% | -26.8% | -30.7% |
| 6M | -37.5% | +9.3% | -46.8% | -40.4% |
| YTD | -51.6% | +24.0% | -75.6% | -56.5% |
| 1Y | -53.3% | +34.5% | -87.8% | -59.9% |
| 3Y | -12.2% | +43.7% | -55.9% | -29.1% |
| 5Y | -31.3% | +46.0% | -77.3% | -46.6% |
| All | -39.1% | +34.1% | -73.2% | -52.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling