-7.0%
JOBY vs HWM
+348.7%
-355.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.0% | -3.8% | -4.4% |
| 7D | -14.3% | +7.3% | -21.6% | -17.1% |
| 30D | +10.2% | +1.6% | +8.6% | +8.3% |
| 3M | -38.5% | -21.9% | -16.6% | -31.3% |
| 6M | -54.1% | -19.0% | -35.0% | -49.8% |
| YTD | -61.5% | +7.9% | -69.5% | -64.4% |
| 1Y | -65.7% | +9.9% | -75.6% | -68.5% |
| 3Y | -7.0% | +342.1% | -349.1% | -46.4% |
| All | -7.0% | +348.7% | -355.7% | -46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling