-13.3%
JOBY vs DT
+8.0%
-21.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.3% | -2.5% |
| 7D | -8.2% | -2.5% | -5.6% | -7.1% |
| 30D | -25.1% | +3.5% | -28.6% | -26.6% |
| 3M | -28.8% | +26.7% | -55.5% | -37.7% |
| 6M | -36.1% | +36.1% | -72.3% | -47.6% |
| YTD | -52.2% | +18.6% | -70.8% | -57.2% |
| 1Y | -52.4% | +7.9% | -60.3% | -54.6% |
| All | -13.3% | +8.0% | -21.3% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 DT 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