-65.8%
JOBY vs EFV
+25.8%
-91.6%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.1% | +1.0% | -1.8% |
| 7D | -0.6% | +2.9% | -3.5% | -5.8% |
| 30D | -12.6% | +3.6% | -16.2% | -18.4% |
| 3M | -36.6% | -0.1% | -36.5% | -36.4% |
| 6M | -43.0% | +9.6% | -52.6% | -51.4% |
| YTD | -61.7% | +17.0% | -78.7% | -72.3% |
| 1Y | -65.8% | +25.7% | -91.4% | -79.0% |
| All | -65.8% | +25.8% | -91.6% | -79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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