-38.9%
JOBY vs SPXU
-93.3%
+54.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.4% | -7.5% | -5.2% |
| 7D | -5.9% | +1.3% | -7.1% | -5.0% |
| 30D | -27.1% | +5.1% | -32.2% | -24.5% |
| 3M | -30.7% | -9.1% | -21.6% | -33.1% |
| 6M | -36.1% | -29.6% | -6.5% | -45.1% |
| YTD | -51.4% | -27.7% | -23.7% | -56.9% |
| 1Y | -52.2% | -37.0% | -15.2% | -59.8% |
| 3Y | -12.1% | -80.2% | +68.1% | -53.2% |
| 5Y | -31.1% | -86.0% | +54.9% | -58.2% |
| All | -38.9% | -93.3% | +54.4% | -71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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