+197.3%
ADI vs JOBY
-41.1%
+238.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.1% | +6.7% | +1.4% |
| 7D | +2.6% | -5.9% | +8.5% | +3.5% |
| 30D | -4.6% | -27.1% | +22.5% | -0.4% |
| 3M | -9.5% | -30.7% | +21.2% | -5.1% |
| 6M | +14.8% | -36.1% | +50.9% | +21.0% |
| YTD | +35.8% | -51.4% | +87.2% | +47.3% |
| 1Y | +48.9% | -52.2% | +101.1% | +59.9% |
| 3Y | +115.6% | -12.1% | +127.6% | +97.4% |
| 5Y | +135.1% | -31.1% | +166.2% | +99.9% |
| All | +197.3% | -41.1% | +238.4% | +155.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling