-38.9%
JOBY vs PSX
+527.1%
-565.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.6% | -6.8% | -6.3% |
| 7D | -5.9% | +1.8% | -7.7% | -6.3% |
| 30D | -27.1% | +21.6% | -48.8% | -31.1% |
| 3M | -30.7% | +46.5% | -77.2% | -38.2% |
| 6M | -36.1% | +62.0% | -98.1% | -45.2% |
| YTD | -51.4% | +106.3% | -157.7% | -61.6% |
| 1Y | -52.2% | +103.0% | -155.1% | -62.1% |
| 3Y | -12.1% | +135.5% | -147.6% | -35.3% |
| 5Y | -31.1% | +368.5% | -399.6% | -59.0% |
| All | -38.9% | +527.1% | -565.9% | -63.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling