-39.1%
JOBY vs PSX
+523.9%
-563.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.2% |
| 7D | -5.2% | +1.7% | -6.9% | -5.6% |
| 30D | -19.7% | +15.6% | -35.4% | -23.0% |
| 3M | -31.7% | +46.5% | -78.2% | -39.0% |
| 6M | -37.5% | +55.0% | -92.5% | -45.7% |
| YTD | -51.6% | +105.3% | -156.9% | -61.7% |
| 1Y | -53.3% | +101.6% | -154.9% | -63.0% |
| 3Y | -12.2% | +134.1% | -146.4% | -35.3% |
| 5Y | -31.3% | +368.7% | -400.0% | -59.1% |
| All | -39.1% | +523.9% | -563.1% | -64.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling