-7.0%
JOBY vs THC
+423.7%
-430.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.6% | -4.8% |
| 7D | -14.3% | +1.0% | -15.3% | -14.5% |
| 30D | +10.2% | +5.3% | +4.9% | +8.9% |
| 3M | -38.5% | +7.1% | -45.6% | -39.6% |
| 6M | -54.1% | +46.0% | -100.1% | -58.7% |
| YTD | -61.5% | +43.9% | -105.5% | -65.5% |
| 1Y | -65.7% | +45.4% | -111.1% | -69.3% |
| 3Y | -7.0% | +421.3% | -428.2% | -57.6% |
| All | -7.0% | +423.7% | -430.6% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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