+286.8%
DELL vs JOBY
-35.5%
+322.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.3% | +10.7% | +11.4% |
| 7D | +8.2% | -5.2% | +13.4% | +10.9% |
| 30D | +17.1% | -19.7% | +36.8% | +29.3% |
| 3M | +45.2% | -31.7% | +76.9% | +69.4% |
| 6M | +286.8% | -37.5% | +324.3% | +365.2% |
| All | +286.8% | -35.5% | +322.2% | +365.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling