-28.0%
JOBY vs ZBH
-28.6%
+0.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.1% | +0.7% |
| 7D | -5.2% | -4.7% | -0.5% | -2.9% |
| 30D | -19.7% | -4.5% | -15.2% | -18.0% |
| 3M | -31.7% | +7.6% | -39.3% | -35.8% |
| 6M | -37.5% | +0.3% | -37.8% | -39.3% |
| YTD | -51.6% | +4.5% | -56.1% | -54.3% |
| 1Y | -53.3% | -9.4% | -43.9% | -52.6% |
| 3Y | -12.2% | -21.5% | +9.3% | -2.8% |
| All | -28.0% | -28.6% | +0.6% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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