-28.0%
JOBY vs PNC
+51.4%
-79.4%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.7% | +0.8% |
| 7D | -5.2% | -0.6% | -4.6% | -4.7% |
| 30D | -19.7% | -4.4% | -15.3% | -16.6% |
| 3M | -31.7% | +5.2% | -37.0% | -35.4% |
| 6M | -37.5% | +20.6% | -58.2% | -48.3% |
| YTD | -51.6% | +19.8% | -71.4% | -60.0% |
| 1Y | -53.3% | +24.4% | -77.7% | -62.7% |
| 3Y | -12.2% | +131.2% | -143.5% | -58.6% |
| All | -28.0% | +51.4% | -79.4% | -52.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling