-12.2%
JOBY vs ZS
+1.4%
-13.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.6% | +1.1% |
| 7D | -5.2% | -3.1% | -2.1% | -4.3% |
| 30D | -19.7% | -7.2% | -12.5% | -18.1% |
| 3M | -31.7% | +30.5% | -62.2% | -38.2% |
| 6M | -37.5% | +7.0% | -44.5% | -42.8% |
| YTD | -51.6% | -26.8% | -24.7% | -47.6% |
| 1Y | -53.3% | -42.6% | -10.7% | -43.9% |
| 3Y | -12.2% | -0.3% | -11.9% | -28.1% |
| All | -12.2% | +1.4% | -13.6% | -28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling