-39.9%
JOBY vs PRU
+129.7%
-169.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.3% |
| 7D | -8.2% | -3.8% | -4.3% | -5.5% |
| 30D | -25.1% | -2.0% | -23.0% | -24.0% |
| 3M | -28.8% | +14.0% | -42.7% | -35.8% |
| 6M | -36.1% | +27.2% | -63.4% | -47.3% |
| YTD | -52.2% | +9.1% | -61.3% | -55.9% |
| 1Y | -52.4% | +18.1% | -70.5% | -58.6% |
| 3Y | -13.6% | +44.3% | -57.8% | -34.4% |
| 5Y | -32.2% | +45.7% | -77.9% | -47.1% |
| All | -39.9% | +129.7% | -169.6% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 10y: compounded portfolio wealth divided by compounded PRU 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…
10y analysis · Full analysis span regression · 6 months rolling