-35.8%
JOBY vs PRU
+136.5%
-172.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.2% |
| 7D | -3.4% | +1.9% | -5.3% | -4.7% |
| 30D | -13.6% | +2.7% | -16.3% | -15.3% |
| 3M | -39.5% | +19.5% | -59.0% | -47.4% |
| 6M | -31.9% | +26.6% | -58.5% | -43.5% |
| YTD | -48.9% | +12.3% | -61.3% | -53.8% |
| 1Y | -48.5% | +18.0% | -66.6% | -55.3% |
| 3Y | -8.0% | +47.0% | -55.1% | -31.2% |
| 5Y | -33.7% | +48.4% | -82.1% | -49.2% |
| All | -35.8% | +136.5% | -172.3% | -53.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling