-48.5%
JOBY vs QLD
+46.1%
-94.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.2% |
| 7D | -3.4% | +0.6% | -4.0% | -4.1% |
| 30D | -13.6% | -0.1% | -13.5% | -13.6% |
| 3M | -39.5% | -8.4% | -31.1% | -33.6% |
| 6M | -31.9% | +32.2% | -64.1% | -48.2% |
| YTD | -48.9% | +28.9% | -77.8% | -60.2% |
| 1Y | -48.5% | +43.8% | -92.4% | -63.1% |
| All | -48.5% | +46.1% | -94.6% | -63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 1y: compounded portfolio wealth divided by compounded QLD 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…
1y analysis · Full analysis span regression · 6 months rolling