-12.2%
JOBY vs EW
+14.0%
-26.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.8% | +4.0% | +2.3% |
| 7D | -5.2% | -6.2% | +1.0% | -3.0% |
| 30D | -19.7% | -9.3% | -10.4% | -16.8% |
| 3M | -31.7% | -1.6% | -30.1% | -31.6% |
| 6M | -37.5% | -0.8% | -36.7% | -37.6% |
| YTD | -51.6% | -1.0% | -50.6% | -51.7% |
| 1Y | -53.3% | +8.2% | -61.4% | -54.9% |
| 3Y | -12.2% | +12.7% | -24.9% | -29.9% |
| All | -12.2% | +14.0% | -26.2% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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