-31.9%
JOBY vs PL
+81.7%
-113.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +2.1% |
| 7D | +2.2% | -7.5% | +9.8% | +4.8% |
| 30D | -20.8% | -25.6% | +4.7% | -12.6% |
| 3M | -29.5% | -45.6% | +16.1% | -14.0% |
| 6M | -28.4% | -29.5% | +1.2% | -23.7% |
| YTD | -48.2% | -9.7% | -38.5% | -49.7% |
| 1Y | -49.1% | +84.4% | -133.4% | -62.0% |
| 3Y | -6.3% | +550.0% | -556.3% | -64.5% |
| 5Y | -27.2% | +79.0% | -106.2% | -65.3% |
| All | -31.9% | +81.7% | -113.6% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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