-48.5%
JOBY vs LH
+20.0%
-68.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.6% |
| 7D | -3.4% | -2.5% | -1.0% | -2.9% |
| 30D | -13.6% | +4.3% | -17.9% | -14.4% |
| 3M | -39.5% | +25.5% | -65.0% | -42.1% |
| 6M | -31.9% | +17.0% | -48.8% | -32.9% |
| YTD | -48.9% | +31.3% | -80.2% | -52.5% |
| 1Y | -48.5% | +20.0% | -68.5% | -47.6% |
| All | -48.5% | +20.0% | -68.5% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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