-53.3%
JOBY vs DG
+19.2%
-72.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.0% |
| 7D | -5.2% | -6.5% | +1.3% | -3.9% |
| 30D | -19.7% | +4.2% | -23.9% | -20.6% |
| 3M | -31.7% | +9.5% | -41.2% | -34.2% |
| 6M | -37.5% | -13.1% | -24.4% | -34.9% |
| YTD | -51.6% | -4.8% | -46.8% | -51.0% |
| 1Y | -53.3% | +20.6% | -73.9% | -56.5% |
| All | -53.3% | +19.2% | -72.4% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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