-13.3%
JOBY vs QS
-26.0%
+12.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.4% |
| 7D | -8.2% | -5.0% | -3.2% | -6.0% |
| 30D | -25.1% | -18.3% | -6.8% | -18.1% |
| 3M | -28.8% | -26.0% | -2.8% | -19.2% |
| 6M | -36.1% | -24.0% | -12.1% | -28.4% |
| YTD | -52.2% | -50.3% | -1.9% | -36.2% |
| 1Y | -52.4% | -38.0% | -14.4% | -44.3% |
| All | -13.3% | -26.0% | +12.7% | -27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling