-65.8%
JOBY vs PH
+20.3%
-86.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.7% | +7.8% | +5.4% |
| 7D | -0.6% | -0.2% | -0.4% | -0.7% |
| 30D | -12.6% | -6.7% | -5.9% | -10.5% |
| 3M | -36.6% | -8.1% | -28.5% | -34.8% |
| 6M | -43.0% | +5.3% | -48.3% | -44.1% |
| YTD | -61.7% | +4.2% | -65.9% | -63.1% |
| 1Y | -65.8% | +19.3% | -85.1% | -67.6% |
| All | -65.8% | +20.3% | -86.1% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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