-27.2%
JOBY vs PLUG
-91.6%
+64.3%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.1% | -2.7% | 0.0% |
| 7D | +2.2% | +8.1% | -5.9% | -0.6% |
| 30D | -20.8% | +3.7% | -24.5% | -22.2% |
| 3M | -29.5% | -29.2% | -0.3% | -20.7% |
| 6M | -28.4% | +6.1% | -34.5% | -32.1% |
| YTD | -48.2% | +14.7% | -62.9% | -53.3% |
| 1Y | -49.1% | +56.9% | -106.0% | -61.8% |
| 3Y | -6.3% | -71.6% | +65.3% | -0.4% |
| 5Y | -27.2% | -91.0% | +63.8% | +10.1% |
| All | -27.2% | -91.6% | +64.3% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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