-30.9%
JOBY vs LTH
+150.3%
-181.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.4% |
| 7D | -8.2% | -3.7% | -4.4% | -6.4% |
| 30D | -25.1% | -5.3% | -19.7% | -23.1% |
| 3M | -28.8% | +24.2% | -53.0% | -37.1% |
| 6M | -36.1% | +54.8% | -91.0% | -49.8% |
| YTD | -52.2% | +56.1% | -108.3% | -62.7% |
| 1Y | -52.4% | +45.5% | -98.0% | -61.9% |
| 3Y | -13.6% | +155.9% | -169.5% | -51.0% |
| All | -30.9% | +150.3% | -181.2% | -62.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling