-39.1%
JOBY vs DOW
-22.7%
-16.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.3% | +2.1% |
| 7D | -5.2% | -1.4% | -3.8% | -4.7% |
| 30D | -19.7% | -3.9% | -15.8% | -18.6% |
| 3M | -31.7% | -12.7% | -19.1% | -28.5% |
| 6M | -37.5% | -13.7% | -23.8% | -36.8% |
| YTD | -51.6% | +28.4% | -80.0% | -60.9% |
| 1Y | -53.3% | +21.8% | -75.0% | -61.7% |
| 3Y | -12.2% | -35.7% | +23.5% | +6.5% |
| 5Y | -31.3% | -36.8% | +5.5% | -16.2% |
| All | -39.1% | -22.7% | -16.5% | -27.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling