-35.8%
JOBY vs PTC
+45.9%
-81.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.0% | +4.1% | +1.8% |
| 7D | -3.4% | -10.3% | +6.8% | +3.1% |
| 30D | -13.6% | +1.1% | -14.7% | -14.4% |
| 3M | -39.5% | +1.6% | -41.1% | -41.5% |
| 6M | -31.9% | -13.5% | -18.4% | -27.2% |
| YTD | -48.9% | -19.1% | -29.9% | -43.0% |
| 1Y | -48.5% | -33.9% | -14.7% | -33.5% |
| 3Y | -8.0% | -3.9% | -4.1% | -10.6% |
| 5Y | -33.7% | +6.0% | -39.7% | -41.6% |
| All | -35.8% | +45.9% | -81.7% | -52.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling