-10.4%
JOBY vs PLTD
-77.3%
+66.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.8% | +2.6% |
| 7D | +2.2% | +4.5% | -2.3% | +4.6% |
| 30D | -20.8% | -0.7% | -20.1% | -20.6% |
| 3M | -29.5% | -31.0% | +1.6% | -37.9% |
| 6M | -28.4% | -24.8% | -3.5% | -32.2% |
| YTD | -48.2% | -18.6% | -29.6% | -47.7% |
| 1Y | -49.1% | -31.8% | -17.3% | -50.7% |
| All | -10.4% | -77.3% | +66.9% | -40.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling