-49.1%
JOBY vs PRU
+137.3%
-186.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.5% | -8.7% | -8.8% |
| 7D | +0.8% | 0.0% | +0.8% | +0.6% |
| 30D | +7.9% | +7.9% | -0.1% | +1.5% |
| 3M | -32.9% | +0.9% | -33.8% | -33.8% |
| 6M | -49.1% | +22.4% | -71.4% | -56.9% |
| YTD | -59.5% | +12.7% | -72.2% | -63.7% |
| 1Y | -67.2% | +19.6% | -86.8% | -72.0% |
| 3Y | +2.9% | +54.0% | -51.1% | -26.0% |
| 5Y | -41.3% | +41.0% | -82.3% | -54.4% |
| All | -49.1% | +137.3% | -186.4% | -63.8% |
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