+105.5%
B vs JOBY
-44.4%
+149.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | -0.2% |
| 7D | -7.3% | -14.3% | +7.0% | -6.1% |
| 30D | -3.3% | +10.2% | -13.5% | -4.1% |
| 3M | -7.8% | -38.5% | +30.7% | -4.2% |
| 6M | -15.5% | -54.1% | +38.5% | -10.6% |
| YTD | -12.3% | -61.5% | +49.3% | -6.7% |
| 1Y | +5.4% | -65.7% | +71.0% | +12.6% |
| 3Y | +165.5% | -7.0% | +172.5% | +164.9% |
| All | +105.5% | -44.4% | +149.9% | +108.9% |
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