+136.4%
BAC vs JOBY
-13.1%
+149.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.1% | +6.6% | +1.0% |
| 7D | +0.6% | -5.9% | +6.5% | +1.2% |
| 30D | -1.4% | -27.1% | +25.8% | +1.5% |
| 3M | +15.7% | -30.7% | +46.5% | +19.2% |
| 6M | +32.2% | -36.1% | +68.2% | +36.1% |
| YTD | +15.8% | -51.4% | +67.1% | +22.0% |
| 1Y | +27.3% | -52.2% | +79.4% | +33.1% |
| All | +136.4% | -13.1% | +149.6% | +114.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling