-36.7%
JOBY vs PRU
+43.3%
-80.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.5% |
| 7D | +16.4% | -2.8% | +19.3% | +18.5% |
| 30D | +14.4% | +8.5% | +5.9% | +6.5% |
| 3M | -30.2% | +1.7% | -31.9% | -31.7% |
| 6M | -45.3% | +24.8% | -70.0% | -55.2% |
| YTD | -55.5% | +13.3% | -68.7% | -60.7% |
| 1Y | -64.0% | +21.4% | -85.4% | -70.2% |
| 3Y | +13.3% | +54.8% | -41.5% | -23.4% |
| 5Y | -36.7% | +42.4% | -79.1% | -51.0% |
| All | -36.7% | +43.3% | -80.0% | -51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling