-43.1%
JOBY vs PWR
+415.1%
-458.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.3% | -8.9% | -9.0% |
| 7D | +0.8% | +19.1% | -18.3% | -9.4% |
| 30D | +7.9% | -12.0% | +19.9% | +13.8% |
| 3M | -32.9% | -10.6% | -22.3% | -30.7% |
| 6M | -49.1% | -20.8% | -28.3% | -43.4% |
| YTD | -59.5% | +43.7% | -103.3% | -70.9% |
| 1Y | -67.2% | +35.0% | -102.2% | -75.2% |
| 3Y | +2.9% | +249.4% | -246.5% | -63.1% |
| All | -43.1% | +415.1% | -458.2% | -87.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling