-48.5%
JOBY vs QS
-28.5%
-20.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.4% | -2.2% |
| 7D | -3.4% | -2.3% | -1.1% | -2.4% |
| 30D | -13.6% | -0.7% | -12.9% | -13.8% |
| 3M | -39.5% | -39.6% | +0.2% | -24.5% |
| 6M | -31.9% | -21.7% | -10.1% | -24.3% |
| YTD | -48.9% | -47.4% | -1.5% | -34.5% |
| 1Y | -48.5% | -28.4% | -20.2% | -31.9% |
| All | -48.5% | -28.5% | -20.1% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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