-28.0%
JOBY vs PNR
-21.7%
-6.3%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.5% | +1.5% |
| 7D | -5.2% | -6.0% | +0.8% | -0.8% |
| 30D | -19.7% | -14.0% | -5.8% | -10.4% |
| 3M | -31.7% | -21.7% | -10.0% | -20.3% |
| 6M | -37.5% | -37.3% | -0.3% | -13.7% |
| YTD | -51.6% | -45.1% | -6.5% | -26.5% |
| 1Y | -53.3% | -49.1% | -4.2% | -24.2% |
| 3Y | -12.2% | -14.8% | +2.6% | -9.6% |
| All | -28.0% | -21.7% | -6.3% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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