-54.1%
JOBY vs HWM
-18.3%
-35.7%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.0% | -3.8% | -4.7% |
| 7D | -14.3% | +7.3% | -21.6% | -15.1% |
| 30D | +10.2% | +1.6% | +8.6% | +10.0% |
| 3M | -38.5% | -21.9% | -16.6% | -33.1% |
| 6M | -54.1% | -19.0% | -35.0% | -51.5% |
| All | -54.1% | -18.3% | -35.7% | -51.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling