-35.8%
JOBY vs PWR
+815.8%
-851.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.3% |
| 7D | -3.4% | +3.6% | -7.0% | -5.6% |
| 30D | -13.6% | -8.6% | -5.0% | -9.2% |
| 3M | -39.5% | -13.2% | -26.3% | -34.6% |
| 6M | -31.9% | +9.9% | -41.7% | -37.3% |
| YTD | -48.9% | +48.0% | -97.0% | -61.4% |
| 1Y | -48.5% | +66.2% | -114.7% | -63.8% |
| 3Y | -8.0% | +195.1% | -203.2% | -56.7% |
| 5Y | -33.7% | +442.6% | -476.2% | -79.3% |
| All | -35.8% | +815.8% | -851.7% | -82.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling