-39.1%
JOBY vs HRB
+198.4%
-237.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.7% | +1.2% |
| 7D | -5.2% | -8.0% | +2.8% | -4.8% |
| 30D | -19.7% | -16.0% | -3.8% | -19.0% |
| 3M | -31.7% | +26.9% | -58.6% | -33.6% |
| 6M | -37.5% | +51.1% | -88.7% | -40.9% |
| YTD | -51.6% | +7.1% | -58.6% | -51.7% |
| 1Y | -53.3% | -9.6% | -43.7% | -52.3% |
| 3Y | -12.2% | +25.4% | -37.6% | -19.2% |
| 5Y | -31.3% | +114.9% | -146.2% | -42.4% |
| All | -39.1% | +198.4% | -237.5% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling