+38.3%
PLD vs JOBY
-3.8%
+42.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.9% | +5.0% | +0.5% |
| 7D | +1.3% | -14.3% | +15.7% | +2.5% |
| 30D | -1.4% | +10.2% | -11.6% | -2.3% |
| 3M | -8.2% | -38.5% | +30.3% | -5.0% |
| 6M | -8.0% | -54.1% | +46.1% | -3.0% |
| YTD | +3.2% | -61.5% | +64.7% | +9.5% |
| 1Y | +7.0% | -65.7% | +72.7% | +14.6% |
| 3Y | +38.3% | -7.0% | +45.2% | +21.9% |
| All | +38.3% | -3.8% | +42.1% | +21.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling