-48.5%
JOBY vs ZS
-37.1%
-11.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.5% | +2.6% | -1.0% |
| 7D | -3.4% | -7.8% | +4.4% | -1.8% |
| 30D | -13.6% | +5.0% | -18.6% | -14.6% |
| 3M | -39.5% | +25.5% | -65.0% | -42.3% |
| 6M | -31.9% | +8.7% | -40.6% | -35.4% |
| YTD | -48.9% | -24.5% | -24.4% | -44.0% |
| 1Y | -48.5% | -36.7% | -11.8% | -41.4% |
| All | -48.5% | -37.1% | -11.5% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 1y: compounded portfolio wealth divided by compounded ZS 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…
1y analysis · Full analysis span regression · 6 months rolling