-52.4%
JOBY vs HWM
+26.9%
-79.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -0.5% |
| 7D | -8.2% | -12.5% | +4.4% | -1.2% |
| 30D | -25.1% | -19.0% | -6.1% | -15.3% |
| 3M | -28.8% | -8.6% | -20.2% | -26.5% |
| 6M | -36.1% | -10.2% | -26.0% | -34.2% |
| YTD | -52.2% | +11.3% | -63.5% | -61.6% |
| 1Y | -52.4% | +24.3% | -76.7% | -63.0% |
| All | -52.4% | +26.9% | -79.3% | -63.0% |
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