-65.8%
JOBY vs DLR
+11.0%
-76.7%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.6% | +1.6% | +3.0% |
| 7D | -0.6% | +2.8% | -3.4% | -1.8% |
| 30D | -12.6% | +2.8% | -15.4% | -13.7% |
| 3M | -36.6% | -4.0% | -32.6% | -35.8% |
| 6M | -43.0% | -5.6% | -37.4% | -39.9% |
| YTD | -61.7% | +21.9% | -83.7% | -68.7% |
| 1Y | -65.8% | +13.0% | -78.8% | -68.2% |
| All | -65.8% | +11.0% | -76.7% | -68.2% |
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