-65.8%
JOBY vs QLD
+13.1%
-78.9%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.9% | +2.2% | +2.3% |
| 7D | -0.6% | -9.4% | +8.8% | +9.2% |
| 30D | -12.6% | -17.1% | +4.4% | +4.7% |
| 3M | -36.6% | -10.4% | -26.2% | -30.2% |
| 6M | -43.0% | +0.7% | -43.7% | -44.3% |
| YTD | -61.7% | +17.7% | -79.5% | -67.8% |
| 1Y | -65.8% | +14.7% | -80.5% | -70.4% |
| All | -65.8% | +13.1% | -78.9% | -70.4% |
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