-44.0%
JOBY vs ES
-6.3%
-37.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -1.0% |
| 7D | +16.4% | +0.1% | +16.3% | +16.3% |
| 30D | +14.4% | +6.7% | +7.7% | +12.5% |
| 3M | -30.2% | +0.3% | -30.5% | -30.3% |
| 6M | -45.3% | +7.4% | -52.7% | -46.7% |
| YTD | -55.5% | +8.4% | -63.8% | -56.9% |
| 1Y | -64.0% | +0.6% | -64.7% | -64.5% |
| 3Y | +13.3% | +50.6% | -37.3% | -2.6% |
| 5Y | -36.7% | +4.8% | -41.5% | -39.8% |
| All | -44.0% | -6.3% | -37.7% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 ES 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