-28.0%
JOBY vs TRMB
-39.0%
+10.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.2% | 0.0% |
| 7D | -5.2% | -3.0% | -2.1% | -2.6% |
| 30D | -19.7% | +2.3% | -22.0% | -21.6% |
| 3M | -31.7% | +15.3% | -47.1% | -41.0% |
| 6M | -37.5% | -14.7% | -22.8% | -30.4% |
| YTD | -51.6% | -26.4% | -25.2% | -38.4% |
| 1Y | -53.3% | -30.4% | -22.9% | -37.1% |
| 3Y | -12.2% | +13.5% | -25.8% | -24.7% |
| All | -28.0% | -39.0% | +10.9% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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