+26.2%
BAC vs JOBY
-52.0%
+78.1%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.1% |
| 7D | 0.0% | -5.2% | +5.2% | +0.3% |
| 30D | -2.8% | -19.7% | +16.9% | -1.6% |
| 3M | +14.2% | -31.7% | +46.0% | +16.4% |
| 6M | +30.5% | -37.5% | +68.1% | +32.8% |
| YTD | +15.8% | -51.6% | +67.4% | +19.6% |
| 1Y | +26.2% | -53.3% | +79.4% | +31.7% |
| All | +26.2% | -52.0% | +78.1% | +31.7% |
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