+18.6%
DIA vs JOBY
-48.4%
+67.0%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.4% |
| 7D | -0.2% | -3.4% | +3.3% | +0.1% |
| 30D | -1.5% | -13.6% | +12.1% | -0.5% |
| 3M | +3.8% | -39.5% | +43.3% | +7.5% |
| 6M | +10.3% | -31.9% | +42.1% | +12.5% |
| YTD | +12.1% | -48.9% | +61.0% | +16.2% |
| 1Y | +18.6% | -48.5% | +67.2% | +23.7% |
| All | +18.6% | -48.4% | +67.0% | +23.7% |
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