-23.8%
PDD vs JOBY
-30.0%
+6.1%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.5% | -3.3% |
| 7D | -4.1% | +2.2% | -6.4% | -4.5% |
| 30D | -13.1% | -20.8% | +7.7% | -9.6% |
| 3M | -3.5% | -29.5% | +26.0% | +1.8% |
| 6M | -21.8% | -28.4% | +6.6% | -18.7% |
| YTD | -29.7% | -48.2% | +18.5% | -23.1% |
| 1Y | -36.2% | -49.1% | +12.9% | -31.3% |
| 3Y | -16.4% | -6.3% | -10.1% | -31.2% |
| 5Y | -23.8% | -27.2% | +3.4% | -48.4% |
| All | -23.8% | -30.0% | +6.1% | -48.4% |
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