-65.8%
JOBY vs DTE
+5.6%
-71.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.4% | +1.7% | +4.7% |
| 7D | -0.6% | +4.2% | -4.8% | +0.5% |
| 30D | -12.6% | +10.0% | -22.6% | -10.2% |
| 3M | -36.6% | -2.1% | -34.6% | -37.3% |
| 6M | -43.0% | -4.7% | -38.3% | -43.9% |
| YTD | -61.7% | +9.3% | -71.1% | -67.6% |
| 1Y | -65.8% | +6.6% | -72.4% | -69.4% |
| All | -65.8% | +5.6% | -71.3% | -69.4% |
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