-39.1%
JOBY vs DHI
+103.9%
-143.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.4% |
| 7D | -5.2% | -3.4% | -1.8% | -3.6% |
| 30D | -19.7% | -5.4% | -14.3% | -17.6% |
| 3M | -31.7% | -10.4% | -21.3% | -28.5% |
| 6M | -37.5% | -2.8% | -34.8% | -37.5% |
| YTD | -51.6% | -3.4% | -48.2% | -52.0% |
| 1Y | -53.3% | -22.9% | -30.4% | -48.2% |
| 3Y | -12.2% | +20.7% | -32.9% | -29.2% |
| 5Y | -31.3% | +62.1% | -93.4% | -56.4% |
| All | -39.1% | +103.9% | -143.1% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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