-28.0%
JOBY vs QS
-74.9%
+46.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.7% | +0.4% |
| 7D | -5.2% | -3.6% | -1.5% | -3.5% |
| 30D | -19.7% | -17.2% | -2.5% | -12.7% |
| 3M | -31.7% | -27.0% | -4.8% | -21.9% |
| 6M | -37.5% | -24.6% | -13.0% | -29.7% |
| YTD | -51.6% | -49.3% | -2.3% | -35.4% |
| 1Y | -53.3% | -40.3% | -13.0% | -44.5% |
| 3Y | -12.2% | -23.8% | +11.6% | -24.5% |
| All | -28.0% | -74.9% | +46.9% | -20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling