-48.5%
JOBY vs BWA
+59.1%
-107.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.8% | -4.6% | -3.1% |
| 7D | -3.4% | +5.7% | -9.1% | -5.7% |
| 30D | -13.6% | +1.4% | -15.0% | -14.2% |
| 3M | -39.5% | -12.1% | -27.4% | -36.4% |
| 6M | -31.9% | +28.6% | -60.4% | -35.5% |
| YTD | -48.9% | +51.1% | -100.0% | -54.9% |
| 1Y | -48.5% | +55.9% | -104.4% | -53.5% |
| All | -48.5% | +59.1% | -107.6% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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