-48.5%
JOBY vs DTE
+3.0%
-51.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -2.0% |
| 7D | -3.4% | +0.2% | -3.6% | -3.4% |
| 30D | -13.6% | -2.6% | -11.0% | -13.9% |
| 3M | -39.5% | -3.9% | -35.6% | -41.0% |
| 6M | -31.9% | -7.9% | -23.9% | -31.6% |
| YTD | -48.9% | +7.2% | -56.1% | -57.4% |
| 1Y | -48.5% | +3.1% | -51.6% | -49.0% |
| All | -48.5% | +3.0% | -51.6% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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