-39.9%
JOBY vs EQT
+301.5%
-341.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.9% |
| 7D | -8.2% | -1.2% | -7.0% | -7.9% |
| 30D | -25.1% | +1.1% | -26.1% | -25.3% |
| 3M | -28.8% | +4.8% | -33.6% | -29.8% |
| 6M | -36.1% | -10.6% | -25.6% | -34.7% |
| YTD | -52.2% | +3.4% | -55.6% | -53.1% |
| 1Y | -52.4% | +8.7% | -61.1% | -53.9% |
| 3Y | -13.6% | +35.0% | -48.5% | -22.2% |
| 5Y | -32.2% | +204.2% | -236.4% | -47.3% |
| All | -39.9% | +301.5% | -341.4% | -54.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling