-28.0%
JOBY vs NTRS
+93.2%
-121.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.4% |
| 7D | -5.2% | +1.4% | -6.6% | -6.3% |
| 30D | -19.7% | -0.7% | -19.1% | -19.5% |
| 3M | -31.7% | +11.3% | -43.1% | -37.7% |
| 6M | -37.5% | +35.5% | -73.1% | -51.4% |
| YTD | -51.6% | +40.6% | -92.2% | -63.3% |
| 1Y | -53.3% | +49.2% | -102.5% | -65.9% |
| 3Y | -12.2% | +167.2% | -179.5% | -58.6% |
| All | -28.0% | +93.2% | -121.2% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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