-12.2%
JOBY vs PSA
+22.3%
-34.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.6% | +0.9% |
| 7D | -5.2% | -1.8% | -3.4% | -4.1% |
| 30D | -19.7% | -8.4% | -11.4% | -15.4% |
| 3M | -31.7% | -7.8% | -23.9% | -29.1% |
| 6M | -37.5% | +0.8% | -38.3% | -39.4% |
| YTD | -51.6% | +16.5% | -68.1% | -57.7% |
| 1Y | -53.3% | +4.7% | -58.0% | -56.2% |
| 3Y | -12.2% | +21.1% | -33.3% | -38.3% |
| All | -12.2% | +22.3% | -34.5% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 3y: compounded portfolio wealth divided by compounded PSA 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…
3y analysis · Full analysis span regression · 6 months rolling