-31.1%
JOBY vs D
+5.1%
-36.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.7% | -4.4% | -5.7% |
| 7D | -5.9% | -0.4% | -5.4% | -5.7% |
| 30D | -27.1% | -2.1% | -25.1% | -26.7% |
| 3M | -30.7% | -0.7% | -30.0% | -30.9% |
| 6M | -36.1% | +5.6% | -41.6% | -37.7% |
| YTD | -51.4% | +14.6% | -65.9% | -54.1% |
| 1Y | -52.2% | +15.3% | -67.5% | -55.0% |
| 3Y | -12.1% | +59.1% | -71.2% | -28.8% |
| 5Y | -31.1% | +3.9% | -35.0% | -41.4% |
| All | -31.1% | +5.1% | -36.2% | -41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling