-36.7%
JOBY vs P
+272.9%
-309.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.4% | -5.1% | -2.4% |
| 7D | +16.4% | -4.7% | +21.2% | +17.4% |
| 30D | +14.4% | -31.4% | +45.8% | +30.1% |
| 3M | -30.2% | -2.6% | -27.5% | -32.2% |
| 6M | -45.3% | +21.9% | -67.2% | -52.6% |
| YTD | -55.5% | +58.9% | -114.4% | -66.1% |
| 1Y | -64.0% | +21.7% | -85.8% | -70.4% |
| 3Y | +13.3% | +193.3% | -180.0% | -49.0% |
| 5Y | -36.7% | +275.1% | -311.8% | -76.8% |
| All | -36.7% | +272.9% | -309.6% | -76.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling