-27.2%
JOBY vs PRU
+45.5%
-72.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.6% | +3.2% |
| 7D | +2.2% | +1.9% | +0.3% | +0.6% |
| 30D | -20.8% | -0.4% | -20.4% | -20.7% |
| 3M | -29.5% | +16.4% | -45.9% | -38.2% |
| 6M | -28.4% | +26.0% | -54.4% | -41.6% |
| YTD | -48.2% | +9.9% | -58.1% | -52.9% |
| 1Y | -49.1% | +18.8% | -67.8% | -56.7% |
| 3Y | -6.3% | +45.3% | -51.7% | -32.5% |
| 5Y | -27.2% | +45.6% | -72.8% | -45.2% |
| All | -27.2% | +45.5% | -72.7% | -45.2% |
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