-32.9%
JOBY vs PL
+84.9%
-117.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.5% |
| 7D | -3.4% | -9.3% | +5.9% | -0.3% |
| 30D | -13.6% | -18.9% | +5.3% | -7.4% |
| 3M | -39.5% | -58.4% | +18.9% | -19.4% |
| 6M | -31.9% | -30.3% | -1.5% | -27.1% |
| YTD | -48.9% | -8.1% | -40.8% | -50.7% |
| 1Y | -48.5% | +180.5% | -229.0% | -68.2% |
| 3Y | -8.0% | +444.1% | -452.2% | -62.9% |
| 5Y | -33.7% | +83.0% | -116.7% | -68.6% |
| All | -32.9% | +84.9% | -117.8% | -68.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling