-12.2%
JOBY vs TEL
+71.6%
-83.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.6% | -2.3% | -1.7% |
| 7D | -5.2% | +1.6% | -6.8% | -6.5% |
| 30D | -19.7% | -0.7% | -19.1% | -19.7% |
| 3M | -31.7% | +2.4% | -34.2% | -33.5% |
| 6M | -37.5% | +4.1% | -41.7% | -41.2% |
| YTD | -51.6% | -5.8% | -45.8% | -51.0% |
| 1Y | -53.3% | +0.9% | -54.2% | -55.6% |
| 3Y | -12.2% | +72.6% | -84.8% | -50.8% |
| All | -12.2% | +71.6% | -83.9% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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