-11.8%
JOBY vs BUD
+44.4%
-56.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.2% | -3.9% | -5.7% |
| 7D | -5.9% | -1.3% | -4.5% | -5.6% |
| 30D | -27.1% | -6.1% | -21.0% | -26.2% |
| 3M | -30.7% | -3.8% | -27.0% | -30.4% |
| 6M | -36.1% | +8.2% | -44.2% | -37.7% |
| YTD | -51.4% | +23.6% | -74.9% | -54.3% |
| 1Y | -52.2% | +33.4% | -85.6% | -56.2% |
| All | -11.8% | +44.4% | -56.3% | -24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling