-28.0%
JOBY vs ZS
-38.5%
+10.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.6% | +1.0% |
| 7D | -5.2% | -3.1% | -2.1% | -4.2% |
| 30D | -19.7% | -7.2% | -12.5% | -17.9% |
| 3M | -31.7% | +30.5% | -62.2% | -39.3% |
| 6M | -37.5% | +7.0% | -44.5% | -43.3% |
| YTD | -51.6% | -26.8% | -24.7% | -48.6% |
| 1Y | -53.3% | -42.6% | -10.7% | -45.2% |
| 3Y | -12.2% | -0.3% | -11.9% | -23.0% |
| All | -28.0% | -38.5% | +10.5% | -29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling