-38.9%
JOBY vs ESI
+206.7%
-245.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.2% | -5.0% | -5.3% |
| 7D | -5.9% | +3.9% | -9.8% | -8.3% |
| 30D | -27.1% | -3.8% | -23.3% | -25.5% |
| 3M | -30.7% | -13.1% | -17.6% | -24.7% |
| 6M | -36.1% | +11.3% | -47.4% | -42.6% |
| YTD | -51.4% | +44.1% | -95.5% | -64.0% |
| 1Y | -52.2% | +40.3% | -92.5% | -63.9% |
| 3Y | -12.1% | +84.1% | -96.1% | -46.3% |
| 5Y | -31.1% | +75.8% | -106.9% | -56.1% |
| All | -38.9% | +206.7% | -245.6% | -65.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling