-48.5%
JOBY vs EWT
+99.0%
-147.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.8% | -4.0% |
| 7D | -3.4% | +4.0% | -7.4% | -7.7% |
| 30D | -13.6% | +10.3% | -23.9% | -23.0% |
| 3M | -39.5% | +6.1% | -45.6% | -43.5% |
| 6M | -31.9% | +56.6% | -88.5% | -59.1% |
| YTD | -48.9% | +76.6% | -125.5% | -73.9% |
| 1Y | -48.5% | +97.9% | -146.4% | -71.2% |
| All | -48.5% | +99.0% | -147.5% | -71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 1y: compounded portfolio wealth divided by compounded EWT 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…
1y analysis · Full analysis span regression · 6 months rolling