-78.0%
PATH vs JOBY
-32.5%
-45.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.9% | -14.7% | -16.1% |
| 7D | -16.3% | -3.4% | -12.9% | -15.4% |
| 30D | +9.9% | -13.6% | +23.5% | +14.6% |
| 3M | +30.2% | -39.5% | +69.7% | +48.0% |
| 6M | +37.2% | -31.9% | +69.1% | +48.4% |
| YTD | -7.3% | -48.9% | +41.6% | +7.8% |
| 1Y | +40.0% | -48.5% | +88.5% | +59.9% |
| 3Y | -4.4% | -8.0% | +3.6% | -21.2% |
| 5Y | -76.0% | -33.7% | -42.4% | -83.2% |
| All | -78.0% | -32.5% | -45.5% | -84.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling