-12.2%
JOBY vs TE
-26.8%
+14.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.1% |
| 7D | -5.2% | +0.2% | -5.4% | -5.3% |
| 30D | -19.7% | -5.9% | -13.8% | -19.1% |
| 3M | -31.7% | -45.6% | +13.8% | -23.5% |
| 6M | -37.5% | -43.4% | +5.8% | -33.3% |
| YTD | -51.6% | -31.0% | -20.6% | -51.2% |
| 1Y | -53.3% | +145.2% | -198.5% | -66.5% |
| 3Y | -12.2% | -24.1% | +11.8% | -28.1% |
| All | -12.2% | -26.8% | +14.6% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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