-38.9%
JOBY vs DOW
-21.7%
-17.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.6% | -5.9% |
| 7D | -5.9% | -6.0% | +0.1% | -3.5% |
| 30D | -27.1% | -2.7% | -24.4% | -26.5% |
| 3M | -30.7% | -10.5% | -20.3% | -28.3% |
| 6M | -36.1% | -12.4% | -23.6% | -35.6% |
| YTD | -51.4% | +30.0% | -81.4% | -60.9% |
| 1Y | -52.2% | +27.8% | -80.0% | -61.8% |
| 3Y | -12.1% | -34.9% | +22.9% | +6.2% |
| 5Y | -31.1% | -35.9% | +4.8% | -16.5% |
| All | -38.9% | -21.7% | -17.2% | -27.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling