-28.0%
JOBY vs TRGP
+628.1%
-656.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.8% | +1.5% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | -19.7% | +8.0% | -27.8% | -22.6% |
| 3M | -31.7% | +8.3% | -40.0% | -35.0% |
| 6M | -37.5% | +23.9% | -61.4% | -45.0% |
| YTD | -51.6% | +59.6% | -111.2% | -62.8% |
| 1Y | -53.3% | +79.4% | -132.7% | -66.7% |
| 3Y | -12.2% | +269.4% | -281.7% | -58.7% |
| All | -28.0% | +628.1% | -656.1% | -72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 5y: compounded portfolio wealth divided by compounded TRGP 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…
5y analysis · Full analysis span regression · 6 months rolling