+144.5%
DAL vs JOBY
-51.0%
+195.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -9.2% | +4.0% | -3.6% |
| 7D | +1.4% | +0.8% | +0.6% | +1.2% |
| 30D | +9.1% | +7.9% | +1.2% | +7.4% |
| 3M | -3.5% | -32.9% | +29.4% | +3.3% |
| 6M | +23.4% | -49.1% | +72.5% | +37.1% |
| YTD | +26.0% | -59.5% | +85.6% | +43.9% |
| 1Y | +44.6% | -67.2% | +111.9% | +70.7% |
| 3Y | +162.7% | +2.9% | +159.8% | +132.1% |
| 5Y | +113.0% | -41.3% | +154.3% | +83.0% |
| All | +144.5% | -51.0% | +195.6% | +112.0% |
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