+51.7%
B vs JOBY
-52.0%
+103.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.2% |
| 7D | -2.4% | -5.2% | +2.8% | -1.1% |
| 30D | +6.3% | -19.7% | +26.1% | +12.4% |
| 3M | +12.1% | -31.7% | +43.9% | +22.6% |
| 6M | -3.1% | -37.5% | +34.4% | +7.4% |
| YTD | +2.0% | -51.6% | +53.6% | +18.1% |
| 1Y | +51.7% | -53.3% | +105.0% | +74.7% |
| All | +51.7% | -52.0% | +103.6% | +74.7% |
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