+54.2%
PCG vs JOBY
-32.4%
+86.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.1% | +1.9% | -4.0% |
| 7D | +6.5% | -5.9% | +12.3% | +6.8% |
| 30D | -16.7% | -27.1% | +10.4% | -15.5% |
| 3M | -14.2% | -30.7% | +16.6% | -12.9% |
| 6M | -21.5% | -36.1% | +14.6% | -20.3% |
| YTD | -11.2% | -51.4% | +40.2% | -8.7% |
| 1Y | -4.2% | -52.2% | +48.0% | -2.0% |
| 3Y | -14.9% | -12.1% | -2.8% | -18.3% |
| 5Y | +54.2% | -31.1% | +85.4% | +41.8% |
| All | +54.2% | -32.4% | +86.7% | +41.8% |
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