-65.8%
JOBY vs PTEN
+79.8%
-145.6%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -9.4% | +13.5% | +3.6% |
| 7D | -0.6% | -15.5% | +14.9% | -1.3% |
| 30D | -12.6% | -7.8% | -4.8% | -12.9% |
| 3M | -36.6% | +6.4% | -43.0% | -36.5% |
| 6M | -43.0% | -11.9% | -31.1% | -42.5% |
| YTD | -61.7% | +79.4% | -141.1% | -71.7% |
| 1Y | -65.8% | +84.9% | -150.7% | -75.2% |
| All | -65.8% | +79.8% | -145.6% | -75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 1y: compounded portfolio wealth divided by compounded PTEN 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…
1y analysis · Full analysis span regression · 6 months rolling