+1,675.6%
BE vs JOBY
-41.4%
+1,717.0%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.3% | +5.4% | +6.2% |
| 7D | +9.0% | -5.2% | +14.2% | +11.3% |
| 30D | +16.3% | -19.7% | +36.0% | +26.0% |
| 3M | +10.8% | -31.7% | +42.5% | +28.0% |
| 6M | +73.2% | -37.5% | +110.7% | +102.9% |
| YTD | +217.4% | -51.6% | +268.9% | +305.1% |
| 1Y | +309.8% | -53.3% | +363.1% | +431.2% |
| 3Y | +1,726.2% | -12.2% | +1,738.4% | +1,557.8% |
| 5Y | +1,306.2% | -31.3% | +1,337.5% | +1,008.8% |
| All | +1,675.6% | -41.4% | +1,717.0% | +1,362.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling