-36.2%
JOBY vs ZETA
+235.0%
-271.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.6% |
| 7D | -5.2% | -3.7% | -1.5% | -4.1% |
| 30D | -19.7% | +5.7% | -25.4% | -21.3% |
| 3M | -31.7% | +50.4% | -82.2% | -40.4% |
| 6M | -37.5% | +65.5% | -103.0% | -47.6% |
| YTD | -51.6% | +48.3% | -99.9% | -58.3% |
| 1Y | -53.3% | +45.4% | -98.7% | -59.8% |
| 3Y | -12.2% | +270.8% | -283.0% | -52.0% |
| 5Y | -31.3% | +336.1% | -367.4% | -64.3% |
| All | -36.2% | +235.0% | -271.2% | -63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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