-48.5%
JOBY vs EFV
+30.7%
-79.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.6% |
| 7D | -3.4% | +1.5% | -4.9% | -6.2% |
| 30D | -13.6% | +1.7% | -15.3% | -16.5% |
| 3M | -39.5% | +8.6% | -48.1% | -48.2% |
| 6M | -31.9% | +11.7% | -43.5% | -43.7% |
| YTD | -48.9% | +19.3% | -68.2% | -63.6% |
| 1Y | -48.5% | +30.2% | -78.8% | -67.4% |
| All | -48.5% | +30.7% | -79.2% | -67.4% |
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