-11.8%
JOBY vs P
+144.8%
-156.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.0% | -2.1% | -4.8% |
| 7D | -5.9% | +5.0% | -10.9% | -7.3% |
| 30D | -27.1% | -0.9% | -26.2% | -27.6% |
| 3M | -30.7% | +38.7% | -69.4% | -38.4% |
| 6M | -36.1% | +54.4% | -90.4% | -45.8% |
| YTD | -51.4% | +44.8% | -96.2% | -58.3% |
| 1Y | -52.2% | +22.5% | -74.7% | -58.0% |
| All | -11.8% | +144.8% | -156.6% | -44.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling