-39.1%
JOBY vs PTEN
+366.8%
-406.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.3% |
| 7D | -5.2% | +3.5% | -8.7% | -5.9% |
| 30D | -19.7% | +17.5% | -37.3% | -22.5% |
| 3M | -31.7% | +12.7% | -44.5% | -34.1% |
| 6M | -37.5% | +33.1% | -70.6% | -43.0% |
| YTD | -51.6% | +116.4% | -168.0% | -60.9% |
| 1Y | -53.3% | +141.2% | -194.5% | -63.3% |
| 3Y | -12.2% | -3.8% | -8.4% | -19.5% |
| 5Y | -31.3% | +92.7% | -124.0% | -45.3% |
| All | -39.1% | +366.8% | -406.0% | -52.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling