-39.1%
JOBY vs TRU
-13.3%
-25.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +0.7% |
| 7D | -5.2% | -2.7% | -2.5% | -3.7% |
| 30D | -19.7% | -2.0% | -17.7% | -19.0% |
| 3M | -31.7% | +18.4% | -50.2% | -40.1% |
| 6M | -37.5% | +8.9% | -46.4% | -42.7% |
| YTD | -51.6% | -8.9% | -42.7% | -51.1% |
| 1Y | -53.3% | -15.9% | -37.4% | -51.0% |
| 3Y | -12.2% | -1.1% | -11.1% | -19.8% |
| 5Y | -31.3% | -35.2% | +3.9% | -25.4% |
| All | -39.1% | -13.3% | -25.9% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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