+10.7%
DHR vs JOBY
-67.8%
+78.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.1% | -2.0% | +1.9% |
| 7D | +0.4% | -0.6% | +1.0% | +0.4% |
| 30D | +6.2% | -12.6% | +18.8% | +6.9% |
| 3M | +20.8% | -36.6% | +57.5% | +23.6% |
| 6M | +35.5% | -43.0% | +78.5% | +38.2% |
| YTD | +3.2% | -61.7% | +65.0% | +9.0% |
| 1Y | +10.7% | -65.8% | +76.5% | +17.4% |
| All | +10.7% | -67.8% | +78.5% | +17.4% |
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