-48.5%
JOBY vs EQH
+2.5%
-51.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.3% |
| 7D | -3.4% | +5.5% | -8.9% | -6.5% |
| 30D | -13.6% | +3.2% | -16.8% | -15.3% |
| 3M | -39.5% | +32.5% | -72.0% | -49.8% |
| 6M | -31.9% | +33.7% | -65.6% | -44.4% |
| YTD | -48.9% | +13.4% | -62.4% | -52.0% |
| 1Y | -48.5% | +0.6% | -49.1% | -44.7% |
| All | -48.5% | +2.5% | -51.0% | -44.7% |
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