-39.9%
JOBY vs PNC
+137.3%
-177.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -2.5% |
| 7D | -8.2% | -0.9% | -7.3% | -7.5% |
| 30D | -25.1% | -4.4% | -20.6% | -22.4% |
| 3M | -28.8% | +5.3% | -34.1% | -32.4% |
| 6M | -36.1% | +19.6% | -55.7% | -45.9% |
| YTD | -52.2% | +19.1% | -71.3% | -59.7% |
| 1Y | -52.4% | +24.3% | -76.7% | -61.2% |
| 3Y | -13.6% | +132.2% | -145.8% | -56.0% |
| 5Y | -32.2% | +52.3% | -84.5% | -53.4% |
| All | -39.9% | +137.3% | -177.2% | -62.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling