-48.5%
JOBY vs DOW
+30.0%
-78.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.0% | +1.1% | -1.9% |
| 7D | -3.4% | -2.4% | -1.1% | -3.4% |
| 30D | -13.6% | +0.4% | -14.0% | -13.6% |
| 3M | -39.5% | -14.4% | -25.1% | -38.6% |
| 6M | -31.9% | -7.0% | -24.9% | -34.7% |
| YTD | -48.9% | +30.2% | -79.1% | -55.7% |
| 1Y | -48.5% | +29.2% | -77.8% | -55.4% |
| All | -48.5% | +30.0% | -78.6% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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