+158.8%
B vs JOBY
-32.4%
+191.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.1% | +7.3% | +1.6% |
| 7D | +1.0% | -5.9% | +6.9% | +1.5% |
| 30D | +9.5% | -27.1% | +36.6% | +12.1% |
| 3M | +14.3% | -30.7% | +45.1% | +17.3% |
| 6M | -1.9% | -36.1% | +34.2% | +1.0% |
| YTD | +4.1% | -51.4% | +55.4% | +8.6% |
| 1Y | +56.1% | -52.2% | +108.3% | +62.8% |
| 3Y | +202.0% | -12.1% | +214.1% | +198.2% |
| 5Y | +158.8% | -31.1% | +189.9% | +155.6% |
| All | +158.8% | -32.4% | +191.2% | +155.6% |
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