-38.9%
JOBY vs ZS
+14.1%
-52.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +2.6% | -8.7% | -7.1% |
| 7D | -5.9% | -3.8% | -2.0% | -4.7% |
| 30D | -27.1% | -6.0% | -21.1% | -25.9% |
| 3M | -30.7% | +32.0% | -62.7% | -38.0% |
| 6M | -36.1% | +2.1% | -38.2% | -40.3% |
| YTD | -51.4% | -26.2% | -25.2% | -48.8% |
| 1Y | -52.2% | -41.2% | -11.0% | -45.2% |
| 3Y | -12.1% | +3.3% | -15.4% | -22.2% |
| 5Y | -31.1% | -40.7% | +9.6% | -31.9% |
| All | -38.9% | +14.1% | -52.9% | -41.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling