+22.2%
PLD vs JOBY
-13.1%
+35.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.1% | +4.1% | -1.5% |
| 7D | -0.7% | -5.9% | +5.2% | -0.2% |
| 30D | -2.2% | -27.1% | +24.9% | +0.2% |
| 3M | -7.4% | -30.7% | +23.4% | -5.0% |
| 6M | +1.9% | -36.1% | +38.0% | +4.6% |
| YTD | +7.9% | -51.4% | +59.3% | +13.0% |
| 1Y | +25.1% | -52.2% | +77.2% | +29.8% |
| All | +22.2% | -13.1% | +35.3% | +9.5% |
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