-62.5%
JOBY vs SW
+26.8%
-89.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.4% | -4.6% | -4.3% |
| 7D | +22.1% | +2.2% | +19.9% | +21.0% |
| 30D | +8.8% | +7.4% | +1.4% | +5.8% |
| 3M | -32.8% | -5.9% | -26.9% | -31.6% |
| 6M | -45.5% | +9.0% | -54.5% | -48.0% |
| YTD | -55.2% | +18.1% | -73.3% | -59.5% |
| 1Y | -62.5% | +28.7% | -91.1% | -67.6% |
| All | -62.5% | +26.8% | -89.2% | -67.6% |
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