+7.7%
PM vs JOBY
-50.8%
+58.5%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.9% | +6.0% | +0.3% |
| 7D | +0.5% | -14.3% | +14.9% | -2.0% |
| 30D | -3.2% | +10.2% | -13.4% | -1.1% |
| 3M | +6.2% | -38.5% | +44.7% | -1.8% |
| 6M | +7.7% | -54.1% | +61.7% | -5.5% |
| All | +7.7% | -50.8% | +58.5% | -5.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling