-43.5%
JOBY vs SW
+26.1%
-69.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.9% | +12.8% | +12.1% |
| 7D | +21.0% | +2.3% | +18.7% | +20.5% |
| 30D | +3.1% | +6.8% | -3.7% | +1.8% |
| 3M | -27.9% | -5.2% | -22.8% | -27.3% |
| 6M | -43.6% | +7.4% | -51.1% | -44.6% |
| YTD | -55.1% | +17.4% | -72.5% | -56.7% |
| 1Y | -58.6% | +27.1% | -85.7% | -60.6% |
| 3Y | -0.5% | +47.9% | -48.4% | -7.1% |
| 5Y | -40.5% | -2.6% | -37.9% | -44.0% |
| All | -43.5% | +26.1% | -69.6% | -47.2% |
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