-7.0%
JOBY vs BUD
+49.6%
-56.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.1% | -6.0% | -5.0% |
| 7D | -14.3% | +1.0% | -15.3% | -14.5% |
| 30D | +10.2% | +6.7% | +3.5% | +8.9% |
| 3M | -38.5% | +5.7% | -44.2% | -39.1% |
| 6M | -54.1% | +5.8% | -59.9% | -54.8% |
| YTD | -61.5% | +34.4% | -95.9% | -64.0% |
| 1Y | -65.7% | +33.3% | -98.9% | -67.8% |
| 3Y | -7.0% | +48.8% | -55.8% | -22.7% |
| All | -7.0% | +49.6% | -56.5% | -22.7% |
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