-34.9%
JOBY vs EW
+5.8%
-40.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.5% | +5.0% | +3.3% |
| 7D | +2.2% | -4.4% | +6.7% | +4.5% |
| 30D | -20.8% | -3.3% | -17.5% | -19.6% |
| 3M | -29.5% | +1.0% | -30.5% | -30.3% |
| 6M | -28.4% | +6.2% | -34.6% | -30.9% |
| YTD | -48.2% | +1.7% | -49.9% | -49.0% |
| 1Y | -49.1% | +8.1% | -57.2% | -51.6% |
| 3Y | -6.3% | +17.1% | -23.4% | -22.0% |
| 5Y | -27.2% | -29.4% | +2.1% | -23.7% |
| All | -34.9% | +5.8% | -40.6% | -31.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling