+187.4%
ABBV vs JOBY
-32.0%
+219.4%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.4% | +0.8% |
| 7D | +0.3% | -5.2% | +5.5% | +0.2% |
| 30D | +3.4% | -19.7% | +23.1% | +3.2% |
| 3M | +15.2% | -31.7% | +46.9% | +15.0% |
| 6M | +14.7% | -37.5% | +52.2% | +14.5% |
| YTD | +15.2% | -51.6% | +66.8% | +14.9% |
| 1Y | +20.4% | -53.3% | +73.7% | +20.0% |
| 3Y | +91.3% | -12.2% | +103.6% | +91.3% |
| All | +187.4% | -32.0% | +219.4% | +185.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling