-32.2%
JOBY vs TECH
-42.4%
+10.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.6% |
| 7D | -8.2% | -0.5% | -7.6% | -7.9% |
| 30D | -25.1% | 0.0% | -25.1% | -25.1% |
| 3M | -28.8% | +37.4% | -66.2% | -40.9% |
| 6M | -36.1% | +36.9% | -73.0% | -49.4% |
| YTD | -52.2% | +23.1% | -75.3% | -59.5% |
| 1Y | -52.4% | +42.2% | -94.7% | -63.9% |
| 3Y | -13.6% | +1.9% | -15.5% | -21.9% |
| 5Y | -32.2% | -42.9% | +10.8% | -12.6% |
| All | -32.2% | -42.4% | +10.2% | -12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling