-48.5%
JOBY vs DBX
+20.4%
-69.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.5% |
| 7D | -3.4% | -2.4% | -1.0% | -3.0% |
| 30D | -13.6% | -0.5% | -13.1% | -13.5% |
| 3M | -39.5% | +28.1% | -67.5% | -42.4% |
| 6M | -31.9% | +33.1% | -64.9% | -36.7% |
| YTD | -48.9% | +25.3% | -74.2% | -52.1% |
| 1Y | -48.5% | +18.3% | -66.9% | -50.2% |
| All | -48.5% | +20.4% | -69.0% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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