-36.1%
JOBY vs PEG
-10.6%
-25.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.3% | -4.8% | -6.8% |
| 7D | -5.9% | -0.1% | -5.8% | -5.9% |
| 30D | -27.1% | -1.7% | -25.4% | -27.7% |
| 3M | -30.7% | -6.8% | -24.0% | -33.4% |
| 6M | -36.1% | -11.4% | -24.7% | -37.8% |
| All | -36.1% | -10.6% | -25.5% | -37.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling