-13.3%
JOBY vs PBF
+56.6%
-70.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.5% | -1.8% |
| 7D | -8.2% | +2.3% | -10.5% | -8.3% |
| 30D | -25.1% | +11.6% | -36.6% | -25.8% |
| 3M | -28.8% | +81.7% | -110.5% | -32.7% |
| 6M | -36.1% | +96.4% | -132.6% | -41.4% |
| YTD | -52.2% | +189.5% | -241.7% | -59.7% |
| 1Y | -52.4% | +180.7% | -233.2% | -59.9% |
| All | -13.3% | +56.6% | -70.0% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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