-48.5%
JOBY vs PEG
-7.0%
-41.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.7% | -1.9% |
| 7D | -3.4% | +0.7% | -4.1% | -3.3% |
| 30D | -13.6% | -2.4% | -11.2% | -13.9% |
| 3M | -39.5% | -4.8% | -34.7% | -40.2% |
| 6M | -31.9% | -10.7% | -21.2% | -32.1% |
| YTD | -48.9% | -6.7% | -42.3% | -49.9% |
| 1Y | -48.5% | -6.8% | -41.7% | -47.0% |
| All | -48.5% | -7.0% | -41.6% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 1y: compounded portfolio wealth divided by compounded PEG 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…
1y analysis · Full analysis span regression · 6 months rolling