-34.9%
JOBY vs BUD
+36.7%
-71.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.8% |
| 7D | +2.2% | +0.8% | +1.5% | +1.9% |
| 30D | -20.8% | -4.8% | -16.0% | -19.3% |
| 3M | -29.5% | +1.4% | -30.8% | -30.4% |
| 6M | -28.4% | +9.9% | -38.2% | -31.8% |
| YTD | -48.2% | +26.3% | -74.5% | -53.9% |
| 1Y | -49.1% | +36.1% | -85.2% | -56.5% |
| 3Y | -6.3% | +48.6% | -54.9% | -25.5% |
| 5Y | -27.2% | +45.0% | -72.2% | -43.2% |
| All | -34.9% | +36.7% | -71.5% | -49.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling