-53.3%
JOBY vs EFV
+27.7%
-80.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | -0.9% |
| 7D | -5.2% | -0.8% | -4.4% | -3.6% |
| 30D | -19.7% | +0.6% | -20.4% | -20.7% |
| 3M | -31.7% | +7.5% | -39.3% | -40.7% |
| 6M | -37.5% | +13.0% | -50.6% | -49.2% |
| YTD | -51.6% | +18.3% | -69.9% | -64.9% |
| 1Y | -53.3% | +26.7% | -80.0% | -70.4% |
| All | -53.3% | +27.7% | -80.9% | -70.4% |
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