-48.5%
JOBY vs HBM
+123.0%
-171.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.4% |
| 7D | -3.4% | -6.4% | +2.9% | -0.4% |
| 30D | -13.6% | +5.9% | -19.5% | -16.4% |
| 3M | -39.5% | -8.9% | -30.6% | -37.8% |
| 6M | -31.9% | +10.7% | -42.5% | -36.3% |
| YTD | -48.9% | +38.3% | -87.2% | -56.3% |
| 1Y | -48.5% | +121.3% | -169.9% | -54.1% |
| All | -48.5% | +123.0% | -171.5% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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