-34.9%
JOBY vs NDAQ
+121.1%
-155.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +3.0% |
| 7D | +2.2% | -2.6% | +4.8% | +4.3% |
| 30D | -20.8% | +0.5% | -21.3% | -21.3% |
| 3M | -29.5% | +9.9% | -39.4% | -36.1% |
| 6M | -28.4% | +8.2% | -36.6% | -34.5% |
| YTD | -48.2% | -1.5% | -46.7% | -48.8% |
| 1Y | -49.1% | +1.3% | -50.4% | -51.1% |
| 3Y | -6.3% | +92.6% | -98.9% | -50.3% |
| 5Y | -27.2% | +53.8% | -81.1% | -54.7% |
| All | -34.9% | +121.1% | -155.9% | -66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling