-8.1%
PATH vs JOBY
-60.8%
+52.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.9% | -12.0% | -3.2% |
| 7D | -5.3% | +21.0% | -26.3% | -10.3% |
| 30D | -0.5% | +3.1% | -3.7% | -1.8% |
| 3M | -7.1% | -27.9% | +20.8% | +1.3% |
| 6M | +23.8% | -43.6% | +67.4% | +42.9% |
| YTD | -20.7% | -55.1% | +34.4% | -1.8% |
| 1Y | -8.1% | -58.6% | +50.5% | +19.6% |
| All | -8.1% | -60.8% | +52.7% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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