+1,818.0%
DELL vs JOBY
-41.4%
+1,859.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.3% | +10.7% | +11.8% |
| 7D | +8.2% | -5.2% | +13.4% | +9.0% |
| 30D | +17.1% | -19.7% | +36.8% | +20.4% |
| 3M | +45.2% | -31.7% | +76.9% | +51.9% |
| 6M | +286.8% | -37.5% | +324.3% | +308.0% |
| YTD | +354.8% | -51.6% | +406.4% | +390.2% |
| 1Y | +358.3% | -53.3% | +411.5% | +391.0% |
| 3Y | +724.9% | -12.2% | +737.1% | +689.6% |
| 5Y | +1,193.7% | -31.3% | +1,225.0% | +1,076.3% |
| All | +1,818.0% | -41.4% | +1,859.4% | +1,631.2% |
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 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