-7.0%
JOBY vs LTH
+241.8%
-248.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.2% | -7.0% | -5.8% |
| 7D | -14.3% | -1.3% | -13.1% | -13.8% |
| 30D | +10.2% | +15.7% | -5.5% | +3.2% |
| 3M | -38.5% | +5.0% | -43.5% | -40.1% |
| 6M | -54.1% | +37.7% | -91.7% | -61.3% |
| YTD | -61.5% | +75.0% | -136.5% | -71.1% |
| 1Y | -65.7% | +82.6% | -148.3% | -74.8% |
| 3Y | -7.0% | +241.3% | -248.3% | -51.4% |
| All | -7.0% | +241.8% | -248.8% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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