-28.0%
JOBY vs EWT
+149.5%
-177.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.6% | -0.8% |
| 7D | -5.2% | -1.1% | -4.1% | -4.0% |
| 30D | -19.7% | +4.5% | -24.2% | -23.9% |
| 3M | -31.7% | +8.3% | -40.0% | -38.2% |
| 6M | -37.5% | +54.2% | -91.8% | -62.7% |
| YTD | -51.6% | +74.6% | -126.2% | -75.0% |
| 1Y | -53.3% | +84.9% | -138.2% | -77.4% |
| 3Y | -12.2% | +197.5% | -209.8% | -77.7% |
| All | -28.0% | +149.5% | -177.5% | -74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling