-48.5%
JOBY vs DLR
+19.9%
-68.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.0% |
| 7D | -3.4% | +1.6% | -5.0% | -4.0% |
| 30D | -13.6% | -3.4% | -10.2% | -12.5% |
| 3M | -39.5% | +0.5% | -40.0% | -39.8% |
| 6M | -31.9% | +4.6% | -36.4% | -33.8% |
| YTD | -48.9% | +23.4% | -72.4% | -55.9% |
| 1Y | -48.5% | +19.0% | -67.6% | -52.8% |
| All | -48.5% | +19.9% | -68.5% | -52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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