+143.3%
DELL vs JOBY
-67.8%
+211.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.1% | -12.9% | -10.3% |
| 7D | -24.6% | -0.6% | -24.0% | -24.4% |
| 30D | -32.5% | -12.6% | -19.9% | -29.2% |
| 3M | -20.2% | -36.6% | +16.4% | -6.8% |
| 6M | +76.5% | -43.0% | +119.5% | +112.5% |
| YTD | +198.9% | -61.7% | +260.7% | +277.2% |
| 1Y | +143.3% | -65.8% | +209.1% | +215.4% |
| All | +143.3% | -67.8% | +211.2% | +215.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling