-32.2%
JOBY vs HDB
-38.6%
+6.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.2% |
| 7D | -8.2% | -6.2% | -2.0% | -5.5% |
| 30D | -25.1% | -6.2% | -18.8% | -23.0% |
| 3M | -28.8% | -5.9% | -22.9% | -27.7% |
| 6M | -36.1% | -25.9% | -10.2% | -27.6% |
| YTD | -52.2% | -40.2% | -12.0% | -40.6% |
| 1Y | -52.4% | -38.0% | -14.4% | -42.0% |
| 3Y | -13.6% | -30.5% | +16.9% | -2.9% |
| 5Y | -32.2% | -38.1% | +6.0% | -15.6% |
| All | -32.2% | -38.6% | +6.5% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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