-38.9%
JOBY vs TRMB
-2.2%
-36.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.3% | -3.8% | -4.2% |
| 7D | -5.9% | -2.9% | -3.0% | -3.5% |
| 30D | -27.1% | -1.8% | -25.3% | -26.2% |
| 3M | -30.7% | +8.4% | -39.1% | -36.6% |
| 6M | -36.1% | -18.5% | -17.5% | -26.2% |
| YTD | -51.4% | -26.7% | -24.6% | -38.5% |
| 1Y | -52.2% | -28.3% | -23.9% | -38.0% |
| 3Y | -12.1% | +12.6% | -24.6% | -22.8% |
| 5Y | -31.1% | -38.7% | +7.6% | -6.4% |
| All | -38.9% | -2.2% | -36.7% | -32.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling