-39.1%
JOBY vs TRI
+22.1%
-61.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.8% |
| 7D | -5.2% | -7.9% | +2.7% | -2.9% |
| 30D | -19.7% | -4.5% | -15.2% | -18.9% |
| 3M | -31.7% | +22.1% | -53.8% | -37.8% |
| 6M | -37.5% | -2.8% | -34.8% | -38.2% |
| YTD | -51.6% | -23.4% | -28.2% | -45.9% |
| 1Y | -53.3% | -41.5% | -11.8% | -38.9% |
| 3Y | -12.2% | -19.2% | +7.0% | -10.6% |
| 5Y | -31.3% | -9.4% | -21.9% | -42.6% |
| All | -39.1% | +22.1% | -61.2% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling