-39.1%
JOBY vs POET
+98.7%
-137.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -28.8% |
| 6M | -37.5% | +6.9% | -44.4% | -44.5% |
| YTD | -51.6% | +25.6% | -77.2% | -58.4% |
| 1Y | -53.3% | +49.2% | -102.4% | -61.5% |
| 3Y | -12.2% | +128.4% | -140.7% | -38.1% |
| 5Y | -31.3% | -4.2% | -27.1% | -47.9% |
| All | -39.1% | +98.7% | -137.9% | -53.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling