-32.2%
JOBY vs ENB
+61.9%
-94.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.8% | +2.1% | +0.4% |
| 7D | -8.2% | -4.6% | -3.6% | -5.8% |
| 30D | -25.1% | -5.2% | -19.8% | -23.0% |
| 3M | -28.8% | -13.4% | -15.4% | -23.6% |
| 6M | -36.1% | -7.8% | -28.3% | -34.7% |
| YTD | -52.2% | +4.9% | -57.1% | -55.9% |
| 1Y | -52.4% | +3.2% | -55.7% | -55.6% |
| 3Y | -13.6% | +71.0% | -84.5% | -48.9% |
| 5Y | -32.2% | +64.0% | -96.1% | -54.9% |
| All | -32.2% | +61.9% | -94.1% | -54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 5y: compounded portfolio wealth divided by compounded ENB 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…
5y analysis · Full analysis span regression · 6 months rolling