-6.3%
JOBY vs TOST
+51.5%
-57.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.4% |
| 7D | +2.2% | -0.9% | +3.1% | +2.6% |
| 30D | -20.8% | -3.5% | -17.4% | -19.7% |
| 3M | -29.5% | +38.1% | -67.6% | -39.7% |
| 6M | -28.4% | +9.9% | -38.3% | -33.2% |
| YTD | -48.2% | -6.3% | -41.9% | -48.1% |
| 1Y | -49.1% | -18.3% | -30.8% | -45.4% |
| 3Y | -6.3% | +59.7% | -66.0% | -29.4% |
| All | -6.3% | +51.5% | -57.8% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TOST.
Daily Out/Under-Performance
Portfolio return minus TOST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TOST 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 TOST 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