-49.1%
JOBY vs SW
+23.5%
-72.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -1.9% | -7.3% | -8.8% |
| 7D | +0.8% | -3.0% | +3.7% | +1.3% |
| 30D | +7.9% | +4.2% | +3.7% | +7.0% |
| 3M | -32.9% | -11.5% | -21.4% | -31.4% |
| 6M | -49.1% | +8.6% | -57.7% | -50.0% |
| YTD | -59.5% | +15.0% | -74.5% | -60.8% |
| 1Y | -67.2% | +25.7% | -92.9% | -68.7% |
| 3Y | +2.9% | +44.8% | -41.9% | -3.5% |
| 5Y | -41.3% | -1.7% | -39.6% | -44.6% |
| All | -49.1% | +23.5% | -72.7% | -52.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling