-48.5%
JOBY vs HWM
+48.6%
-97.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.6% |
| 7D | -3.4% | -2.1% | -1.3% | -2.3% |
| 30D | -13.6% | -11.0% | -2.6% | -6.7% |
| 3M | -39.5% | +4.0% | -43.5% | -42.0% |
| 6M | -31.9% | -0.2% | -31.6% | -32.9% |
| YTD | -48.9% | +26.7% | -75.6% | -61.3% |
| 1Y | -48.5% | +44.7% | -93.3% | -61.4% |
| All | -48.5% | +48.6% | -97.1% | -61.4% |
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