-37.2%
JOBY vs PL
+20.8%
-58.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +10.4% | +1.5% | +8.3% |
| 7D | +21.0% | -6.8% | +27.9% | +23.4% |
| 30D | +3.1% | -29.3% | +32.4% | +15.7% |
| 3M | -27.9% | -44.8% | +16.8% | -12.6% |
| 6M | -43.6% | -68.4% | +24.7% | -18.7% |
| YTD | -55.1% | -36.4% | -18.7% | -51.2% |
| 1Y | -58.6% | +0.7% | -59.3% | -62.4% |
| 3Y | -0.5% | +455.3% | -455.8% | -60.7% |
| All | -37.2% | +20.8% | -58.0% | -66.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling