-65.8%
JOBY vs HWM
+5.4%
-71.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.3% | +8.4% | +5.9% |
| 7D | -0.6% | +9.4% | -10.0% | -5.0% |
| 30D | -12.6% | -7.0% | -5.7% | -9.5% |
| 3M | -36.6% | -25.9% | -10.8% | -25.3% |
| 6M | -43.0% | -10.8% | -32.2% | -42.2% |
| YTD | -61.7% | +4.3% | -66.1% | -70.1% |
| 1Y | -65.8% | +4.4% | -70.2% | -72.7% |
| All | -65.8% | +5.4% | -71.2% | -72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 1y: compounded portfolio wealth divided by compounded HWM 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…
1y analysis · Full analysis span regression · 6 months rolling