-11.8%
JOBY vs ED
+34.3%
-46.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.4% | -6.4% |
| 7D | -5.9% | -0.2% | -5.7% | -6.0% |
| 30D | -27.1% | +1.9% | -29.1% | -26.5% |
| 3M | -30.7% | +1.9% | -32.6% | -30.1% |
| 6M | -36.1% | -2.3% | -33.8% | -35.8% |
| YTD | -51.4% | +10.9% | -62.3% | -50.0% |
| 1Y | -52.2% | +14.5% | -66.7% | -50.6% |
| All | -11.8% | +34.3% | -46.1% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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