-39.1%
JOBY vs NDAQ
+112.9%
-152.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.8% | +1.7% |
| 7D | -5.2% | -5.6% | +0.4% | -0.7% |
| 30D | -19.7% | -4.4% | -15.4% | -16.9% |
| 3M | -31.7% | +5.9% | -37.6% | -36.3% |
| 6M | -37.5% | +7.7% | -45.3% | -42.7% |
| YTD | -51.6% | -5.2% | -46.4% | -50.6% |
| 1Y | -53.3% | -3.4% | -49.9% | -53.4% |
| 3Y | -12.2% | +85.6% | -97.8% | -52.0% |
| 5Y | -31.3% | +49.5% | -80.8% | -56.1% |
| All | -39.1% | +112.9% | -152.0% | -67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling