-48.5%
JOBY vs TFC
+15.4%
-63.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -1.9% |
| 7D | -3.4% | +2.4% | -5.9% | -4.4% |
| 30D | -13.6% | -1.3% | -12.3% | -13.2% |
| 3M | -39.5% | +6.1% | -45.6% | -42.2% |
| 6M | -31.9% | +7.3% | -39.2% | -35.6% |
| YTD | -48.9% | +8.2% | -57.1% | -53.3% |
| 1Y | -48.5% | +14.4% | -63.0% | -56.9% |
| All | -48.5% | +15.4% | -63.9% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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