-32.2%
JOBY vs ESI
+66.0%
-98.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.5% | +2.8% | +1.6% |
| 7D | -8.2% | -2.3% | -5.8% | -6.7% |
| 30D | -25.1% | -9.0% | -16.0% | -20.0% |
| 3M | -28.8% | -13.3% | -15.5% | -22.2% |
| 6M | -36.1% | +5.3% | -41.4% | -41.1% |
| YTD | -52.2% | +37.6% | -89.8% | -64.8% |
| 1Y | -52.4% | +33.6% | -86.0% | -64.1% |
| 3Y | -13.6% | +75.8% | -89.3% | -49.8% |
| 5Y | -32.2% | +68.6% | -100.7% | -56.8% |
| All | -32.2% | +66.0% | -98.1% | -56.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling