-48.5%
JOBY vs XHB
-9.3%
-39.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.5% |
| 7D | -3.4% | -1.3% | -2.1% | -2.7% |
| 30D | -13.6% | -6.9% | -6.7% | -9.9% |
| 3M | -39.5% | -1.3% | -38.2% | -39.3% |
| 6M | -31.9% | -6.8% | -25.1% | -30.5% |
| YTD | -48.9% | +0.7% | -49.7% | -50.1% |
| 1Y | -48.5% | -11.2% | -37.3% | -47.4% |
| All | -48.5% | -9.3% | -39.3% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1y: compounded portfolio wealth divided by compounded XHB 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…
1y analysis · Full analysis span regression · 6 months rolling