-65.8%
JOBY vs EMR
+25.6%
-91.4%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.4% | +1.7% | +1.9% |
| 7D | -0.6% | +1.6% | -2.2% | -2.1% |
| 30D | -12.6% | +5.0% | -17.6% | -16.5% |
| 3M | -36.6% | +7.7% | -44.3% | -41.4% |
| 6M | -43.0% | +26.8% | -69.8% | -54.8% |
| YTD | -61.7% | +29.9% | -91.6% | -72.0% |
| 1Y | -65.8% | +25.7% | -91.5% | -74.2% |
| All | -65.8% | +25.6% | -91.4% | -74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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