-48.5%
JOBY vs TMF
-15.2%
-33.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.2% | -2.0% |
| 7D | -3.4% | -1.4% | -2.0% | -2.9% |
| 30D | -13.6% | -2.8% | -10.8% | -12.7% |
| 3M | -39.5% | -10.9% | -28.6% | -37.1% |
| 6M | -31.9% | -21.3% | -10.5% | -29.7% |
| YTD | -48.9% | -15.9% | -33.1% | -46.5% |
| 1Y | -48.5% | -15.7% | -32.8% | -47.1% |
| All | -48.5% | -15.2% | -33.3% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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