-39.1%
JOBY vs NRG
+302.9%
-342.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.4% | +0.7% |
| 7D | -5.2% | -4.7% | -0.5% | -3.5% |
| 30D | -19.7% | -6.0% | -13.8% | -18.2% |
| 3M | -31.7% | -8.0% | -23.8% | -31.0% |
| 6M | -37.5% | -23.2% | -14.4% | -33.3% |
| YTD | -51.6% | -28.1% | -23.5% | -47.2% |
| 1Y | -53.3% | -27.3% | -26.0% | -49.2% |
| 3Y | -12.2% | +208.7% | -220.9% | -48.0% |
| 5Y | -31.3% | +197.7% | -228.9% | -59.7% |
| All | -39.1% | +302.9% | -342.0% | -67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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