-31.0%
JOBY vs S
-71.0%
+40.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.1% | -6.2% | -6.2% |
| 7D | -5.9% | -1.2% | -4.6% | -5.5% |
| 30D | -27.1% | -12.6% | -14.6% | -23.9% |
| 3M | -30.7% | +27.6% | -58.3% | -37.8% |
| 6M | -36.1% | +35.5% | -71.5% | -44.5% |
| YTD | -51.4% | +29.6% | -81.0% | -57.2% |
| 1Y | -52.2% | +8.1% | -60.3% | -55.1% |
| 3Y | -12.1% | +14.8% | -26.8% | -22.6% |
| All | -31.0% | -71.0% | +40.0% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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