-60.8%
JOBY vs QLD
+9.9%
-70.7%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.8% | -2.6% | -1.6% |
| 7D | +28.5% | -1.4% | +29.9% | +27.3% |
| 30D | +13.6% | -19.6% | +33.2% | +37.0% |
| 3M | -28.5% | -14.1% | -14.3% | -19.9% |
| 6M | -43.1% | -13.6% | -29.5% | -36.8% |
| YTD | -53.2% | +12.5% | -65.7% | -59.8% |
| All | -60.8% | +9.9% | -70.7% | -64.9% |
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