+1,612.9%
DELL vs JOBY
-42.1%
+1,655.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.7% | -3.6% | -5.1% |
| 7D | -1.9% | -8.2% | +6.3% | -0.8% |
| 30D | +14.9% | -25.1% | +39.9% | +19.1% |
| 3M | +37.2% | -28.8% | +66.0% | +42.9% |
| 6M | +254.0% | -36.1% | +290.1% | +272.6% |
| YTD | +306.1% | -52.2% | +358.3% | +338.5% |
| 1Y | +312.3% | -52.4% | +364.7% | +340.9% |
| 3Y | +654.0% | -13.6% | +667.6% | +623.0% |
| 5Y | +1,055.3% | -32.2% | +1,087.5% | +952.1% |
| All | +1,612.9% | -42.1% | +1,655.0% | +1,448.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling