-0.5%
JOBY vs DOC
+44.2%
-44.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.7% | +11.2% | +11.4% |
| 7D | +21.0% | +6.5% | +14.6% | +16.0% |
| 30D | +3.1% | +9.2% | -6.0% | -3.2% |
| 3M | -27.9% | -2.5% | -25.5% | -26.9% |
| 6M | -43.6% | +7.1% | -50.7% | -47.8% |
| YTD | -55.1% | +33.0% | -88.1% | -65.1% |
| 1Y | -58.6% | +23.3% | -81.9% | -66.1% |
| 3Y | -0.5% | +44.9% | -45.4% | -30.4% |
| All | -0.5% | +44.2% | -44.7% | -30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling