-28.0%
DHR vs JOBY
-32.0%
+4.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.3% |
| 7D | -3.6% | -5.2% | +1.6% | -3.2% |
| 30D | -2.7% | -19.7% | +17.0% | -1.0% |
| 3M | +10.9% | -31.7% | +42.7% | +13.9% |
| 6M | +3.0% | -37.5% | +40.6% | +6.0% |
| YTD | -12.2% | -51.6% | +39.4% | -8.0% |
| 1Y | +3.3% | -53.3% | +56.6% | +7.6% |
| 3Y | -8.2% | -12.2% | +4.0% | -14.4% |
| All | -28.0% | -32.0% | +4.0% | -38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling