-48.5%
JOBY vs TECH
+36.9%
-85.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -3.4% | +0.1% | -3.5% | -3.4% |
| 30D | -13.6% | +0.7% | -14.3% | -13.6% |
| 3M | -39.5% | +36.3% | -75.8% | -41.5% |
| 6M | -31.9% | +25.6% | -57.4% | -33.3% |
| YTD | -48.9% | +23.7% | -72.6% | -49.3% |
| 1Y | -48.5% | +37.6% | -86.2% | -51.0% |
| All | -48.5% | +36.9% | -85.5% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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