-39.1%
JOBY vs PNC
+138.5%
-177.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.7% | +0.8% |
| 7D | -5.2% | -0.6% | -4.6% | -4.8% |
| 30D | -19.7% | -4.4% | -15.3% | -16.9% |
| 3M | -31.7% | +5.2% | -37.0% | -35.2% |
| 6M | -37.5% | +20.6% | -58.2% | -47.5% |
| YTD | -51.6% | +19.8% | -71.4% | -59.3% |
| 1Y | -53.3% | +24.4% | -77.7% | -62.0% |
| 3Y | -12.2% | +131.2% | -143.5% | -55.2% |
| 5Y | -31.3% | +53.1% | -84.4% | -53.0% |
| All | -39.1% | +138.5% | -177.6% | -62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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