-39.1%
JOBY vs PH
+293.1%
-332.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | -0.1% |
| 7D | -5.2% | -1.3% | -3.9% | -4.2% |
| 30D | -19.7% | -11.0% | -8.7% | -12.0% |
| 3M | -31.7% | +5.5% | -37.2% | -34.8% |
| 6M | -37.5% | +1.5% | -39.0% | -39.2% |
| YTD | -51.6% | +8.8% | -60.4% | -55.8% |
| 1Y | -53.3% | +24.5% | -77.8% | -62.0% |
| 3Y | -12.2% | +141.2% | -153.4% | -58.8% |
| 5Y | -31.3% | +256.3% | -287.6% | -75.6% |
| All | -39.1% | +293.1% | -332.2% | -79.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling