-64.7%
JOBY vs EQH
+12.7%
-77.4%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -5.7% | +10.7% | +7.8% |
| 7D | +4.3% | -3.1% | +7.4% | +5.6% |
| 30D | -8.3% | -2.9% | -5.4% | -7.4% |
| 3M | -32.1% | +3.1% | -35.2% | -33.8% |
| 6M | -38.9% | +21.8% | -60.7% | -46.4% |
| YTD | -59.8% | +13.3% | -73.2% | -62.0% |
| 1Y | -64.7% | +20.1% | -84.8% | -68.2% |
| All | -64.7% | +12.7% | -77.4% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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