-34.9%
JOBY vs ED
+66.9%
-101.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.6% |
| 7D | +2.2% | +0.5% | +1.7% | +2.3% |
| 30D | -20.8% | +1.1% | -21.9% | -20.6% |
| 3M | -29.5% | +4.6% | -34.1% | -29.0% |
| 6M | -28.4% | -2.0% | -26.4% | -28.2% |
| YTD | -48.2% | +11.7% | -59.9% | -47.7% |
| 1Y | -49.1% | +15.7% | -64.8% | -48.6% |
| 3Y | -6.3% | +34.4% | -40.7% | -9.2% |
| 5Y | -27.2% | +67.3% | -94.5% | -27.7% |
| All | -34.9% | +66.9% | -101.7% | -31.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling