-53.3%
JOBY vs PEG
-8.5%
-44.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.2% |
| 7D | -5.2% | -0.9% | -4.3% | -5.3% |
| 30D | -19.7% | -3.7% | -16.0% | -20.3% |
| 3M | -31.7% | -7.3% | -24.5% | -32.7% |
| 6M | -37.5% | -10.5% | -27.1% | -37.9% |
| YTD | -51.6% | -7.5% | -44.1% | -52.7% |
| 1Y | -53.3% | -8.7% | -44.6% | -52.3% |
| All | -53.3% | -8.5% | -44.8% | -52.3% |
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