-12.2%
JOBY vs EMB
+29.3%
-41.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.5% |
| 7D | -5.2% | -1.2% | -4.0% | -1.4% |
| 30D | -19.7% | -1.3% | -18.5% | -16.3% |
| 3M | -31.7% | -1.8% | -29.9% | -27.2% |
| 6M | -37.5% | +0.2% | -37.7% | -36.3% |
| YTD | -51.6% | +0.4% | -52.0% | -50.9% |
| 1Y | -53.3% | +2.8% | -56.1% | -55.6% |
| 3Y | -12.2% | +29.1% | -41.4% | -49.7% |
| All | -12.2% | +29.3% | -41.5% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 3y: compounded portfolio wealth divided by compounded EMB 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…
3y analysis · Full analysis span regression · 6 months rolling