+106.3%
DAL vs JOBY
-30.0%
+136.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -1.8% |
| 7D | +3.4% | +2.2% | +1.1% | +2.9% |
| 30D | -13.6% | -20.8% | +7.3% | -9.8% |
| 3M | +1.2% | -29.5% | +30.7% | +7.1% |
| 6M | +34.5% | -28.4% | +62.9% | +40.5% |
| YTD | +14.7% | -48.2% | +62.9% | +26.2% |
| 1Y | +29.2% | -49.1% | +78.3% | +41.0% |
| 3Y | +100.0% | -6.3% | +106.3% | +77.6% |
| 5Y | +106.3% | -27.2% | +133.5% | +68.2% |
| All | +106.3% | -30.0% | +136.3% | +68.2% |
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