+40.7%
ABBV vs JOBY
-67.8%
+108.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.1% | -1.0% | +3.4% |
| 7D | +3.1% | -0.6% | +3.7% | +3.0% |
| 30D | +11.6% | -12.6% | +24.2% | +10.6% |
| 3M | +21.7% | -36.6% | +58.3% | +18.2% |
| 6M | +43.5% | -43.0% | +86.5% | +39.0% |
| YTD | +32.9% | -61.7% | +94.6% | +25.5% |
| 1Y | +40.7% | -65.8% | +106.4% | +32.9% |
| All | +40.7% | -67.8% | +108.5% | +32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling