-75.6%
PATH vs JOBY
-42.9%
-32.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.2% | +8.9% | +2.5% |
| 7D | +0.7% | +0.8% | -0.1% | 0.0% |
| 30D | -1.1% | +7.9% | -9.0% | -4.1% |
| 3M | -14.2% | -32.9% | +18.8% | -4.0% |
| 6M | +30.9% | -49.1% | +80.0% | +56.2% |
| YTD | -20.1% | -59.5% | +39.5% | -0.1% |
| 1Y | -8.1% | -67.2% | +59.2% | +22.7% |
| 3Y | -24.3% | +2.9% | -27.2% | -43.7% |
| 5Y | -75.6% | -41.3% | -34.3% | -81.7% |
| All | -75.6% | -42.9% | -32.7% | -81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling