-65.8%
JOBY vs SW
+29.5%
-95.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.1% | 0.0% | +2.7% |
| 7D | -0.6% | +12.1% | -12.6% | -4.6% |
| 30D | -12.6% | +6.6% | -19.2% | -14.7% |
| 3M | -36.6% | -6.0% | -30.6% | -35.5% |
| 6M | -43.0% | +21.5% | -64.5% | -47.2% |
| YTD | -61.7% | +20.3% | -82.1% | -65.4% |
| 1Y | -65.8% | +28.1% | -93.9% | -69.8% |
| All | -65.8% | +29.5% | -95.3% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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