-53.3%
JOBY vs ESI
+34.2%
-87.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.0% |
| 7D | -5.2% | -4.6% | -0.6% | -2.4% |
| 30D | -19.7% | -10.5% | -9.2% | -14.3% |
| 3M | -31.7% | -19.8% | -11.9% | -23.0% |
| 6M | -37.5% | +5.8% | -43.3% | -42.1% |
| YTD | -51.6% | +38.3% | -89.9% | -65.5% |
| 1Y | -53.3% | +31.5% | -84.8% | -64.2% |
| All | -53.3% | +34.2% | -87.5% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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