+62.0%
PLD vs JOBY
-38.2%
+100.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.6% |
| 7D | -2.4% | -3.4% | +1.1% | -2.1% |
| 30D | -2.4% | -13.6% | +11.2% | -1.4% |
| 3M | -3.8% | -39.5% | +35.7% | -0.3% |
| 6M | 0.0% | -31.9% | +31.9% | +2.1% |
| YTD | +9.2% | -48.9% | +58.2% | +13.7% |
| 1Y | +25.9% | -48.5% | +74.5% | +29.9% |
| 3Y | +21.3% | -8.0% | +29.4% | +12.2% |
| 5Y | +14.1% | -33.7% | +47.8% | -0.4% |
| All | +62.0% | -38.2% | +100.1% | +35.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling