-29.6%
JOBY vs SW
-2.3%
-27.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -2.2% |
| 7D | -3.4% | -5.1% | +1.7% | -2.4% |
| 30D | -13.6% | -4.6% | -9.0% | -12.8% |
| 3M | -39.5% | +9.4% | -48.9% | -40.9% |
| 6M | -31.9% | +3.5% | -35.4% | -32.9% |
| YTD | -48.9% | +22.0% | -71.0% | -51.4% |
| 1Y | -48.5% | +2.2% | -50.8% | -49.6% |
| 3Y | -8.0% | +19.6% | -27.6% | -13.9% |
| All | -29.6% | -2.3% | -27.2% | -34.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling