-28.0%
JOBY vs POET
-6.5%
-21.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.3% | +0.6% |
| 7D | -5.2% | +0.4% | -5.6% | -5.2% |
| 30D | -19.7% | -10.4% | -9.4% | -18.6% |
| 3M | -31.7% | -29.3% | -2.4% | -28.7% |
| 6M | -37.5% | +6.9% | -44.4% | -44.8% |
| YTD | -51.6% | +25.6% | -77.2% | -58.6% |
| 1Y | -53.3% | +49.2% | -102.4% | -61.8% |
| 3Y | -12.2% | +128.4% | -140.7% | -38.3% |
| All | -28.0% | -6.5% | -21.6% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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