-37.2%
JOBY vs HTZ
-95.4%
+58.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -8.4% | +20.3% | +13.7% |
| 7D | +21.0% | -14.6% | +35.6% | +23.6% |
| 30D | +3.1% | -20.8% | +23.9% | +6.8% |
| 3M | -27.9% | -18.8% | -9.1% | -27.6% |
| 6M | -43.6% | -74.7% | +31.1% | -28.2% |
| YTD | -55.1% | -68.1% | +13.0% | -47.0% |
| 1Y | -58.6% | -73.5% | +14.9% | -49.0% |
| 3Y | -0.5% | -81.8% | +81.3% | +15.8% |
| All | -37.2% | -95.4% | +58.1% | +1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling