-12.2%
JOBY vs TD
+127.3%
-139.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +0.5% |
| 7D | -5.2% | -0.5% | -4.7% | -4.6% |
| 30D | -19.7% | -1.9% | -17.8% | -18.2% |
| 3M | -31.7% | +4.8% | -36.5% | -35.6% |
| 6M | -37.5% | +28.0% | -65.5% | -52.3% |
| YTD | -51.6% | +30.3% | -81.9% | -63.7% |
| 1Y | -53.3% | +59.8% | -113.1% | -71.6% |
| 3Y | -12.2% | +124.7% | -136.9% | -63.4% |
| All | -12.2% | +127.3% | -139.6% | -63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 3y: compounded portfolio wealth divided by compounded TD 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…
3y analysis · Full analysis span regression · 6 months rolling