-13.3%
JOBY vs ZETA
+274.1%
-287.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.8% |
| 7D | -8.2% | -6.5% | -1.7% | -6.4% |
| 30D | -25.1% | +4.8% | -29.9% | -26.2% |
| 3M | -28.8% | +53.3% | -82.1% | -37.8% |
| 6M | -36.1% | +66.8% | -102.9% | -46.1% |
| YTD | -52.2% | +50.2% | -102.4% | -58.7% |
| 1Y | -52.4% | +62.0% | -114.4% | -60.0% |
| All | -13.3% | +274.1% | -287.4% | -63.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling