-39.9%
JOBY vs PWR
+807.5%
-847.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -0.9% |
| 7D | -8.2% | -0.2% | -7.9% | -8.0% |
| 30D | -25.1% | -7.7% | -17.3% | -21.5% |
| 3M | -28.8% | -4.9% | -23.9% | -27.4% |
| 6M | -36.1% | +9.7% | -45.9% | -41.2% |
| YTD | -52.2% | +46.7% | -98.9% | -63.6% |
| 1Y | -52.4% | +58.7% | -111.1% | -65.5% |
| 3Y | -13.6% | +200.7% | -214.3% | -59.7% |
| 5Y | -32.2% | +438.6% | -470.7% | -78.7% |
| All | -39.9% | +807.5% | -847.4% | -83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling