-28.0%
JOBY vs SEI
+999.8%
-1,027.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.1% | -3.8% | 0.0% |
| 7D | -5.2% | +22.6% | -27.8% | -10.4% |
| 30D | -19.7% | +9.1% | -28.8% | -22.2% |
| 3M | -31.7% | -11.3% | -20.4% | -30.9% |
| 6M | -37.5% | +22.0% | -59.6% | -41.9% |
| YTD | -51.6% | +47.3% | -98.9% | -57.4% |
| 1Y | -53.3% | +124.8% | -178.1% | -62.9% |
| 3Y | -12.2% | +591.3% | -603.5% | -54.0% |
| All | -28.0% | +999.8% | -1,027.9% | -67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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