-12.2%
JOBY vs PTC
-9.2%
-3.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +0.4% |
| 7D | -5.2% | -7.3% | +2.1% | -1.3% |
| 30D | -19.7% | -11.6% | -8.1% | -14.5% |
| 3M | -31.7% | +10.5% | -42.2% | -36.5% |
| 6M | -37.5% | -17.8% | -19.7% | -30.2% |
| YTD | -51.6% | -24.9% | -26.7% | -42.0% |
| 1Y | -53.3% | -36.8% | -16.5% | -35.6% |
| 3Y | -12.2% | -8.7% | -3.5% | -30.0% |
| All | -12.2% | -9.2% | -3.0% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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