+143.9%
DASH vs JOBY
-5.7%
+149.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.5% | -6.8% | -5.6% |
| 7D | -11.2% | +2.2% | -13.4% | -11.5% |
| 30D | -7.3% | -20.8% | +13.5% | -4.0% |
| 3M | +31.4% | -29.5% | +60.9% | +37.9% |
| 6M | +11.9% | -28.4% | +40.2% | +15.7% |
| YTD | -11.5% | -48.2% | +36.7% | -4.4% |
| 1Y | -20.0% | -49.1% | +29.1% | -14.1% |
| 3Y | +143.9% | -6.3% | +150.2% | +112.8% |
| All | +143.9% | -5.7% | +149.6% | +112.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling