+63.8%
DIA vs JOBY
-33.6%
+97.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.5% |
| 7D | -3.0% | -8.2% | +5.1% | -2.4% |
| 30D | -3.0% | -25.1% | +22.1% | -1.0% |
| 3M | +4.5% | -28.8% | +33.3% | +6.8% |
| 6M | +9.8% | -36.1% | +45.9% | +12.5% |
| YTD | +9.3% | -52.2% | +61.5% | +14.0% |
| 1Y | +16.0% | -52.4% | +68.4% | +20.3% |
| 3Y | +57.7% | -13.6% | +71.3% | +50.3% |
| 5Y | +63.8% | -32.2% | +95.9% | +48.6% |
| All | +63.8% | -33.6% | +97.4% | +48.6% |
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