-38.9%
JOBY vs ENB
+151.7%
-190.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.5% | -5.8% |
| 7D | -5.9% | -0.3% | -5.5% | -5.7% |
| 30D | -27.1% | -1.1% | -26.1% | -26.8% |
| 3M | -30.7% | -8.5% | -22.3% | -27.9% |
| 6M | -36.1% | -4.5% | -31.5% | -35.7% |
| YTD | -51.4% | +9.1% | -60.5% | -55.8% |
| 1Y | -52.2% | +8.0% | -60.1% | -56.3% |
| 3Y | -12.1% | +77.8% | -89.9% | -47.1% |
| 5Y | -31.1% | +69.4% | -100.5% | -55.8% |
| All | -38.9% | +151.7% | -190.6% | -65.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling