-32.2%
JOBY vs PTC
+0.6%
-32.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.6% |
| 7D | -8.2% | -14.2% | +6.1% | +1.6% |
| 30D | -25.1% | -14.4% | -10.6% | -17.1% |
| 3M | -28.8% | -4.7% | -24.1% | -28.8% |
| 6M | -36.1% | -19.3% | -16.8% | -28.0% |
| YTD | -52.2% | -26.1% | -26.1% | -42.3% |
| 1Y | -52.4% | -37.1% | -15.4% | -34.3% |
| 3Y | -13.6% | -10.4% | -3.2% | -15.0% |
| 5Y | -32.2% | +2.5% | -34.6% | -39.6% |
| All | -32.2% | +0.6% | -32.8% | -39.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling