-28.0%
JOBY vs QID
-80.8%
+52.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.0% | -0.1% |
| 7D | -5.2% | +1.3% | -6.5% | -4.2% |
| 30D | -19.7% | +2.9% | -22.7% | -17.6% |
| 3M | -31.7% | -0.7% | -31.0% | -29.5% |
| 6M | -37.5% | -29.7% | -7.9% | -47.2% |
| YTD | -51.6% | -27.9% | -23.7% | -57.7% |
| 1Y | -53.3% | -34.6% | -18.7% | -60.7% |
| 3Y | -12.2% | -73.5% | +61.3% | -52.3% |
| All | -28.0% | -80.8% | +52.7% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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