-12.2%
JOBY vs ZM
+33.5%
-45.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | -5.2% | -5.7% | +0.5% | -2.8% |
| 30D | -19.7% | -9.1% | -10.6% | -16.5% |
| 3M | -31.7% | +3.5% | -35.3% | -33.3% |
| 6M | -37.5% | +25.7% | -63.2% | -46.5% |
| YTD | -51.6% | +10.8% | -62.3% | -56.2% |
| 1Y | -53.3% | +12.8% | -66.1% | -58.4% |
| 3Y | -12.2% | +33.1% | -45.4% | -35.1% |
| All | -12.2% | +33.5% | -45.7% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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