+73.1%
BAC vs JOBY
-32.4%
+105.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.6% |
| 3M | +15.7% | -30.7% | +46.5% | +19.3% |
| 6M | +32.2% | -36.1% | +68.2% | +36.3% |
| YTD | +15.8% | -51.4% | +67.1% | +22.1% |
| 1Y | +27.3% | -52.2% | +79.4% | +33.3% |
| 3Y | +137.5% | -12.1% | +149.5% | +119.5% |
| 5Y | +73.1% | -31.1% | +104.2% | +52.1% |
| All | +73.1% | -32.4% | +105.5% | +52.1% |
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