-16.3%
JOBY vs PLTD
-76.9%
+60.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +0.9% |
| 7D | -5.2% | +4.2% | -9.4% | -3.3% |
| 30D | -19.7% | +0.7% | -20.5% | -19.0% |
| 3M | -31.7% | -32.4% | +0.6% | -40.6% |
| 6M | -37.5% | -26.2% | -11.3% | -41.5% |
| YTD | -51.6% | -17.0% | -34.6% | -50.7% |
| 1Y | -53.3% | -26.7% | -26.6% | -53.2% |
| All | -16.3% | -76.9% | +60.6% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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