-28.0%
JOBY vs ED
+67.9%
-96.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.5% | +1.2% |
| 7D | -5.2% | -0.8% | -4.4% | -5.4% |
| 30D | -19.7% | -0.4% | -19.3% | -19.8% |
| 3M | -31.7% | +0.5% | -32.2% | -31.6% |
| 6M | -37.5% | -3.1% | -34.4% | -37.5% |
| YTD | -51.6% | +9.8% | -61.4% | -51.2% |
| 1Y | -53.3% | +12.6% | -65.9% | -52.8% |
| 3Y | -12.2% | +31.4% | -43.6% | -15.4% |
| All | -28.0% | +67.9% | -96.0% | -23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling