-38.9%
JOBY vs PEG
+45.5%
-84.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.3% | -4.8% | -5.6% |
| 7D | -5.9% | -0.1% | -5.8% | -5.8% |
| 30D | -27.1% | -1.7% | -25.4% | -26.6% |
| 3M | -30.7% | -6.8% | -24.0% | -28.8% |
| 6M | -36.1% | -11.4% | -24.7% | -33.0% |
| YTD | -51.4% | -7.2% | -44.1% | -50.4% |
| 1Y | -52.2% | -6.1% | -46.0% | -51.6% |
| 3Y | -12.1% | +31.8% | -43.8% | -22.9% |
| 5Y | -31.1% | +35.6% | -66.7% | -40.5% |
| All | -38.9% | +45.5% | -84.4% | -46.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling