-21.8%
PATH vs JOBY
-6.2%
-15.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.9% | -12.0% | -2.9% |
| 7D | -5.3% | +21.0% | -26.3% | -9.7% |
| 30D | -0.5% | +3.1% | -3.7% | -1.7% |
| 3M | -7.1% | -27.9% | +20.8% | -0.2% |
| 6M | +23.8% | -43.6% | +67.4% | +39.0% |
| YTD | -20.7% | -55.1% | +34.4% | -7.5% |
| 1Y | -8.1% | -58.6% | +50.5% | +9.4% |
| 3Y | -21.8% | -0.5% | -21.3% | -35.7% |
| All | -21.8% | -6.2% | -15.7% | -35.7% |
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