-12.2%
JOBY vs EWJ
+73.0%
-85.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | -1.7% |
| 7D | -5.2% | +0.3% | -5.5% | -5.5% |
| 30D | -19.7% | +0.8% | -20.5% | -20.5% |
| 3M | -31.7% | +7.5% | -39.2% | -37.8% |
| 6M | -37.5% | +15.6% | -53.1% | -47.0% |
| YTD | -51.6% | +22.7% | -74.3% | -62.0% |
| 1Y | -53.3% | +26.4% | -79.7% | -64.4% |
| 3Y | -12.2% | +72.5% | -84.8% | -59.5% |
| All | -12.2% | +73.0% | -85.2% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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