-13.3%
JOBY vs EQT
+34.2%
-47.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.9% |
| 7D | -8.2% | -1.2% | -7.0% | -7.8% |
| 30D | -25.1% | +1.1% | -26.1% | -25.3% |
| 3M | -28.8% | +4.8% | -33.6% | -30.1% |
| 6M | -36.1% | -10.6% | -25.6% | -34.2% |
| YTD | -52.2% | +3.4% | -55.6% | -53.5% |
| 1Y | -52.4% | +8.7% | -61.1% | -54.5% |
| All | -13.3% | +34.2% | -47.5% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 3y: compounded portfolio wealth divided by compounded EQT 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…
3y analysis · Full analysis span regression · 6 months rolling