-34.9%
JOBY vs PH
+295.4%
-330.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +2.0% |
| 7D | +2.2% | +0.4% | +1.8% | +1.9% |
| 30D | -20.8% | -10.8% | -10.0% | -13.5% |
| 3M | -29.5% | +8.5% | -37.9% | -34.2% |
| 6M | -28.4% | +3.9% | -32.3% | -31.7% |
| YTD | -48.2% | +9.4% | -57.6% | -52.9% |
| 1Y | -49.1% | +26.8% | -75.9% | -59.3% |
| 3Y | -6.3% | +140.8% | -147.1% | -56.0% |
| 5Y | -27.2% | +253.8% | -281.0% | -74.2% |
| All | -34.9% | +295.4% | -330.3% | -77.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling