-43.6%
JOBY vs DOC
-6.8%
-36.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.0% | -3.2% | -3.6% |
| 7D | +22.1% | +4.3% | +17.7% | +18.9% |
| 30D | +8.8% | +9.2% | -0.3% | +2.7% |
| 3M | -32.8% | -0.8% | -32.0% | -32.6% |
| 6M | -45.5% | +7.1% | -52.6% | -49.0% |
| YTD | -55.2% | +34.0% | -89.1% | -64.1% |
| 1Y | -62.5% | +23.2% | -85.7% | -68.3% |
| 3Y | +14.1% | +53.6% | -39.5% | -15.9% |
| 5Y | -35.9% | -20.4% | -15.5% | -35.8% |
| All | -43.6% | -6.8% | -36.8% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling