-34.9%
JOBY vs HDB
-27.6%
-7.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.0% | +4.5% | +2.8% |
| 7D | +2.2% | -2.0% | +4.3% | +3.1% |
| 30D | -20.8% | -4.9% | -16.0% | -19.2% |
| 3M | -29.5% | -2.3% | -27.2% | -29.6% |
| 6M | -28.4% | -23.7% | -4.7% | -20.3% |
| YTD | -48.2% | -38.5% | -9.7% | -37.1% |
| 1Y | -49.1% | -36.5% | -12.6% | -39.1% |
| 3Y | -6.3% | -28.5% | +22.2% | +3.6% |
| 5Y | -27.2% | -37.4% | +10.1% | -16.9% |
| All | -34.9% | -27.6% | -7.2% | -25.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling