-7.0%
JOBY vs HTZ
-85.8%
+78.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -2.1% |
| 7D | -3.4% | +7.5% | -10.9% | -4.8% |
| 30D | -13.6% | +47.4% | -61.0% | -21.6% |
| 3M | -39.5% | -54.9% | +15.4% | -33.0% |
| 6M | -31.9% | -47.0% | +15.2% | -27.7% |
| YTD | -48.9% | -55.3% | +6.3% | -44.1% |
| 1Y | -48.5% | -57.6% | +9.1% | -44.7% |
| All | -7.0% | -85.8% | +78.8% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 3y: compounded portfolio wealth divided by compounded HTZ 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…
3y analysis · Full analysis span regression · 6 months rolling