-39.9%
JOBY vs DE
+180.0%
-219.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.8% |
| 7D | -8.2% | -2.4% | -5.8% | -7.0% |
| 30D | -25.1% | +9.7% | -34.8% | -29.2% |
| 3M | -28.8% | +21.4% | -50.1% | -36.7% |
| 6M | -36.1% | +15.0% | -51.1% | -41.8% |
| YTD | -52.2% | +46.4% | -98.6% | -62.8% |
| 1Y | -52.4% | +45.6% | -98.0% | -63.0% |
| 3Y | -13.6% | +76.8% | -90.3% | -39.8% |
| 5Y | -32.2% | +99.4% | -131.6% | -57.3% |
| All | -39.9% | +180.0% | -219.9% | -66.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling