-49.1%
JOBY vs P
+501.0%
-550.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +3.4% | -12.6% | -10.5% |
| 7D | +0.8% | +17.8% | -17.1% | -5.5% |
| 30D | +7.9% | -29.9% | +37.7% | +21.4% |
| 3M | -32.9% | -1.2% | -31.7% | -35.2% |
| 6M | -49.1% | +32.1% | -81.2% | -57.3% |
| YTD | -59.5% | +64.3% | -123.8% | -69.5% |
| 1Y | -67.2% | +24.3% | -91.5% | -73.2% |
| 3Y | +2.9% | +203.2% | -200.3% | -52.1% |
| 5Y | -41.3% | +290.4% | -331.7% | -76.8% |
| All | -49.1% | +501.0% | -550.1% | -81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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