-39.9%
JOBY vs ZBRA
-3.6%
-36.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.6% |
| 7D | -8.2% | -3.8% | -4.4% | -6.0% |
| 30D | -25.1% | -10.2% | -14.9% | -20.0% |
| 3M | -28.8% | +58.7% | -87.5% | -48.2% |
| 6M | -36.1% | +61.9% | -98.0% | -54.6% |
| YTD | -52.2% | +41.7% | -93.9% | -63.6% |
| 1Y | -52.4% | +12.4% | -64.8% | -57.9% |
| 3Y | -13.6% | +34.2% | -47.7% | -33.2% |
| 5Y | -32.2% | -40.8% | +8.6% | -20.1% |
| All | -39.9% | -3.6% | -36.3% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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