-48.5%
JOBY vs ELV
+34.8%
-83.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.6% |
| 7D | -3.4% | +3.3% | -6.8% | -3.9% |
| 30D | -13.6% | +4.2% | -17.7% | -14.2% |
| 3M | -39.5% | -0.1% | -39.4% | -39.6% |
| 6M | -31.9% | +41.3% | -73.1% | -37.3% |
| YTD | -48.9% | +17.4% | -66.4% | -51.9% |
| 1Y | -48.5% | +35.1% | -83.6% | -53.1% |
| All | -48.5% | +34.8% | -83.4% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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