-59.2%
ZTS vs JOBY
-14.6%
-44.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.5% |
| 7D | -4.5% | -8.2% | +3.7% | -4.1% |
| 30D | -3.3% | -25.1% | +21.8% | -1.8% |
| 3M | -9.7% | -28.8% | +19.0% | -8.3% |
| 6M | -38.8% | -36.1% | -2.7% | -37.7% |
| YTD | -41.2% | -52.2% | +11.0% | -39.2% |
| 1Y | -50.3% | -52.4% | +2.1% | -48.8% |
| All | -59.2% | -14.6% | -44.6% | -62.1% |
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