+58.5%
PLD vs JOBY
-42.1%
+100.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.8% |
| 7D | -2.8% | -8.2% | +5.3% | -2.2% |
| 30D | -3.6% | -25.1% | +21.4% | -1.5% |
| 3M | -7.1% | -28.8% | +21.7% | -5.0% |
| 6M | +0.2% | -36.1% | +36.4% | +2.9% |
| YTD | +6.9% | -52.2% | +59.1% | +11.9% |
| 1Y | +25.0% | -52.4% | +77.4% | +29.8% |
| 3Y | +20.8% | -13.6% | +34.3% | +12.3% |
| 5Y | +16.2% | -32.2% | +48.3% | +1.7% |
| All | +58.5% | -42.1% | +100.6% | +33.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling