+5.9%
ABT vs JOBY
-13.5%
+19.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.6% | -1.4% |
| 7D | -5.9% | -5.2% | -0.7% | -5.9% |
| 30D | -8.1% | -19.7% | +11.6% | -8.0% |
| 3M | +14.5% | -31.7% | +46.3% | +14.9% |
| 6M | -6.3% | -37.5% | +31.3% | -6.0% |
| YTD | -17.1% | -51.6% | +34.5% | -16.6% |
| 1Y | -21.4% | -53.3% | +31.9% | -21.0% |
| 3Y | +5.9% | -12.2% | +18.2% | +3.2% |
| All | +5.9% | -13.5% | +19.5% | +3.2% |
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