-28.0%
JOBY vs EAT
+313.1%
-341.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.6% |
| 7D | -5.2% | -7.7% | +2.5% | -2.4% |
| 30D | -19.7% | -13.6% | -6.1% | -15.6% |
| 3M | -31.7% | +33.9% | -65.6% | -40.1% |
| 6M | -37.5% | +47.2% | -84.7% | -48.3% |
| YTD | -51.6% | +48.1% | -99.6% | -60.2% |
| 1Y | -53.3% | +33.7% | -87.0% | -60.4% |
| 3Y | -12.2% | +595.8% | -608.0% | -66.8% |
| All | -28.0% | +313.1% | -341.1% | -67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling