-4.3%
JOBY vs ETHA
-27.9%
+23.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -2.0% | -0.1% |
| 7D | -5.2% | +3.5% | -8.6% | -6.5% |
| 30D | -19.7% | +35.3% | -55.0% | -30.1% |
| 3M | -31.7% | +50.9% | -82.6% | -43.4% |
| 6M | -37.5% | +22.1% | -59.7% | -43.6% |
| YTD | -51.6% | -14.6% | -37.0% | -49.7% |
| 1Y | -53.3% | -42.8% | -10.5% | -43.8% |
| All | -4.3% | -27.9% | +23.6% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ETHA.
Daily Out/Under-Performance
Portfolio return minus ETHA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETHA 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 3y: compounded portfolio wealth divided by compounded ETHA 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…
3y analysis · Full analysis span regression · 6 months rolling