-65.8%
JOBY vs DE
+49.6%
-115.4%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.6% | +2.5% | +3.8% |
| 7D | -0.6% | +5.6% | -6.2% | -1.7% |
| 30D | -12.6% | -0.8% | -11.8% | -12.5% |
| 3M | -36.6% | +9.8% | -46.5% | -38.0% |
| 6M | -43.0% | +17.5% | -60.5% | -44.9% |
| YTD | -61.7% | +46.5% | -108.2% | -63.6% |
| 1Y | -65.8% | +46.1% | -111.9% | -67.5% |
| All | -65.8% | +49.6% | -115.4% | -67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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