-65.8%
JOBY vs PSX
+97.5%
-163.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.5% | +8.7% | +3.1% |
| 7D | -0.6% | -5.2% | +4.6% | -1.6% |
| 30D | -12.6% | -3.7% | -8.9% | -13.6% |
| 3M | -36.6% | +26.8% | -63.4% | -35.4% |
| 6M | -43.0% | +47.3% | -90.3% | -40.6% |
| YTD | -61.7% | +105.4% | -167.2% | -64.0% |
| 1Y | -65.8% | +96.9% | -162.7% | -67.8% |
| All | -65.8% | +97.5% | -163.3% | -67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling