-23.7%
PATH vs JOBY
+11.4%
-35.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.7% | +3.1% | +2.6% |
| 7D | -2.7% | +16.4% | -19.2% | -6.5% |
| 30D | -1.4% | +14.4% | -15.7% | -4.8% |
| 3M | -16.4% | -30.2% | +13.8% | -9.5% |
| 6M | +23.3% | -45.3% | +68.5% | +39.6% |
| YTD | -19.8% | -55.5% | +35.6% | -6.3% |
| 1Y | -8.6% | -64.0% | +55.5% | +12.4% |
| All | -23.7% | +11.4% | -35.1% | -44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling