-67.2%
JOBY vs QLD
+10.8%
-78.0%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.6% | -8.5% | -8.6% |
| 7D | +0.8% | +12.5% | -11.7% | -8.9% |
| 30D | +7.9% | -15.7% | +23.6% | +24.3% |
| 3M | -32.9% | -11.9% | -21.0% | -26.4% |
| 6M | -49.1% | -10.3% | -38.8% | -45.4% |
| YTD | -59.5% | +15.6% | -75.1% | -66.1% |
| 1Y | -67.2% | +12.1% | -79.4% | -71.6% |
| All | -67.2% | +10.8% | -78.0% | -71.6% |
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