+1,633.9%
BE vs JOBY
-41.1%
+1,675.0%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.1% | +3.3% | -0.6% |
| 7D | +23.9% | -5.9% | +29.8% | +26.7% |
| 30D | +27.8% | -27.1% | +55.0% | +43.0% |
| 3M | +3.7% | -30.7% | +34.5% | +19.4% |
| 6M | +78.0% | -36.1% | +114.0% | +106.6% |
| YTD | +209.9% | -51.4% | +261.3% | +294.7% |
| 1Y | +389.6% | -52.2% | +441.8% | +529.4% |
| 3Y | +1,730.6% | -12.1% | +1,742.6% | +1,559.7% |
| 5Y | +1,227.8% | -31.1% | +1,258.9% | +945.0% |
| All | +1,633.9% | -41.1% | +1,675.0% | +1,325.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling