-52.2%
JOBY vs QLD
+40.7%
-92.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -5.5% |
| 7D | -5.9% | +1.9% | -7.8% | -7.7% |
| 30D | -27.1% | -1.8% | -25.3% | -25.8% |
| 3M | -30.7% | -0.1% | -30.7% | -31.5% |
| 6M | -36.1% | +32.6% | -68.6% | -51.5% |
| YTD | -51.4% | +27.9% | -79.3% | -61.8% |
| 1Y | -52.2% | +40.3% | -92.4% | -66.0% |
| All | -52.2% | +40.7% | -92.8% | -66.0% |
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