-13.3%
JOBY vs DBX
+25.2%
-38.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -2.3% |
| 7D | -8.2% | -1.8% | -6.3% | -7.5% |
| 30D | -25.1% | +2.8% | -27.9% | -26.1% |
| 3M | -28.8% | +26.8% | -55.5% | -36.6% |
| 6M | -36.1% | +32.8% | -68.9% | -45.3% |
| YTD | -52.2% | +26.1% | -78.3% | -58.0% |
| 1Y | -52.4% | +14.1% | -66.5% | -56.1% |
| All | -13.3% | +25.2% | -38.5% | -35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling