-48.5%
JOBY vs D
+15.7%
-64.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -2.3% |
| 7D | -3.4% | +0.4% | -3.9% | -3.3% |
| 30D | -13.6% | -3.6% | -10.0% | -14.5% |
| 3M | -39.5% | -1.0% | -38.5% | -39.8% |
| 6M | -31.9% | +6.3% | -38.1% | -31.8% |
| YTD | -48.9% | +14.7% | -63.6% | -49.9% |
| 1Y | -48.5% | +16.9% | -65.5% | -47.3% |
| All | -48.5% | +15.7% | -64.2% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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