-38.9%
JOBY vs SE
-38.3%
-0.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.1% | -2.1% | -4.7% |
| 7D | -5.9% | -3.6% | -2.2% | -4.5% |
| 30D | -27.1% | -5.3% | -21.8% | -26.3% |
| 3M | -30.7% | +28.1% | -58.8% | -37.6% |
| 6M | -36.1% | +20.7% | -56.7% | -41.3% |
| YTD | -51.4% | -14.8% | -36.6% | -49.7% |
| 1Y | -52.2% | -43.6% | -8.6% | -42.8% |
| 3Y | -12.1% | +184.2% | -196.3% | -42.7% |
| 5Y | -31.1% | -66.3% | +35.2% | -28.4% |
| All | -38.9% | -38.3% | -0.6% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 all: compounded portfolio wealth divided by compounded SE 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…
all analysis · Full analysis span regression · 6 months rolling