-38.9%
JOBY vs TE
-50.7%
+11.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.0% | -3.2% | -5.4% |
| 7D | -5.9% | +15.0% | -20.9% | -9.4% |
| 30D | -27.1% | -7.5% | -19.6% | -26.1% |
| 3M | -30.7% | -42.0% | +11.2% | -22.2% |
| 6M | -36.1% | -31.4% | -4.6% | -34.9% |
| YTD | -51.4% | -26.5% | -24.9% | -52.3% |
| 1Y | -52.2% | +153.1% | -205.3% | -69.3% |
| 3Y | -12.1% | -20.7% | +8.6% | -34.0% |
| 5Y | -31.1% | -45.4% | +14.3% | -42.6% |
| All | -38.9% | -50.7% | +11.8% | -52.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling