-38.9%
JOBY vs EFX
+11.5%
-50.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.1% | -4.1% | -4.9% |
| 7D | -5.9% | -9.4% | +3.5% | -0.5% |
| 30D | -27.1% | -6.9% | -20.2% | -24.4% |
| 3M | -30.7% | +0.1% | -30.9% | -33.1% |
| 6M | -36.1% | -17.3% | -18.7% | -30.7% |
| YTD | -51.4% | -21.8% | -29.5% | -46.1% |
| 1Y | -52.2% | -32.5% | -19.6% | -42.0% |
| 3Y | -12.1% | -12.3% | +0.3% | -12.5% |
| 5Y | -31.1% | -36.6% | +5.5% | -23.0% |
| All | -38.9% | +11.5% | -50.4% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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