-65.8%
JOBY vs EXR
+28.1%
-93.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.1% | +1.0% | +3.3% |
| 7D | -0.6% | +11.3% | -11.8% | -3.4% |
| 30D | -12.6% | +21.2% | -33.8% | -16.9% |
| 3M | -36.6% | +8.7% | -45.4% | -38.3% |
| 6M | -43.0% | +18.2% | -61.2% | -47.1% |
| YTD | -61.7% | +27.9% | -89.7% | -65.7% |
| 1Y | -65.8% | +28.3% | -94.1% | -69.3% |
| All | -65.8% | +28.1% | -93.8% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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