-39.1%
JOBY vs TECH
-4.5%
-34.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | -5.2% | -0.4% | -4.8% | -5.0% |
| 30D | -19.7% | 0.0% | -19.7% | -19.7% |
| 3M | -31.7% | +33.7% | -65.4% | -42.0% |
| 6M | -37.5% | +34.9% | -72.4% | -49.5% |
| YTD | -51.6% | +23.2% | -74.8% | -58.7% |
| 1Y | -53.3% | +36.3% | -89.6% | -63.0% |
| 3Y | -12.2% | +2.3% | -14.5% | -20.3% |
| 5Y | -31.3% | -42.9% | +11.6% | -18.1% |
| All | -39.1% | -4.5% | -34.7% | -34.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling