-65.8%
JOBY vs SPG
+34.3%
-100.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.9% | +1.2% | +4.6% |
| 7D | -0.6% | +8.2% | -8.8% | +0.8% |
| 30D | -12.6% | +13.5% | -26.1% | -10.7% |
| 3M | -36.6% | +2.2% | -38.9% | -37.4% |
| 6M | -43.0% | +15.9% | -58.9% | -43.3% |
| YTD | -61.7% | +27.6% | -89.3% | -59.6% |
| 1Y | -65.8% | +30.9% | -96.7% | -64.2% |
| All | -65.8% | +34.3% | -100.1% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 1y: compounded portfolio wealth divided by compounded SPG 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…
1y analysis · Full analysis span regression · 6 months rolling