-43.6%
JOBY vs QLD
-13.7%
-29.9%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.5% | +9.3% | +10.0% |
| 7D | +21.0% | -10.3% | +31.3% | +29.1% |
| 30D | +3.1% | -26.1% | +29.2% | +31.6% |
| 3M | -27.9% | -17.8% | -10.2% | -17.8% |
| 6M | -43.6% | -15.6% | -28.1% | -39.6% |
| All | -43.6% | -13.7% | -29.9% | -39.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling