+30.9%
JOBY vs TEM
+47.5%
-16.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.1% |
| 7D | -5.2% | -8.7% | +3.5% | -2.8% |
| 30D | -19.7% | +8.1% | -27.8% | -22.3% |
| 3M | -31.7% | +19.0% | -50.7% | -36.0% |
| 6M | -37.5% | +12.0% | -49.6% | -40.7% |
| YTD | -51.6% | -0.1% | -51.5% | -52.8% |
| 1Y | -53.3% | -33.5% | -19.8% | -50.1% |
| All | +30.9% | +47.5% | -16.6% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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