-43.6%
JOBY vs SW
+26.9%
-70.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.4% | -4.6% | -4.3% |
| 7D | +22.1% | +2.2% | +19.9% | +21.5% |
| 30D | +8.8% | +7.4% | +1.4% | +7.3% |
| 3M | -32.8% | -5.9% | -26.9% | -32.1% |
| 6M | -45.5% | +9.0% | -54.5% | -46.6% |
| YTD | -55.2% | +18.1% | -73.3% | -56.8% |
| 1Y | -62.5% | +28.7% | -91.1% | -64.3% |
| 3Y | +14.1% | +48.8% | -34.7% | +6.4% |
| 5Y | -35.9% | +2.5% | -38.4% | -39.8% |
| All | -43.6% | +26.9% | -70.5% | -47.4% |
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