-10.1%
DIS vs JOBY
-48.4%
+38.3%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.2% | -1.6% |
| 7D | -2.6% | -3.4% | +0.9% | -2.3% |
| 30D | +3.5% | -13.6% | +17.1% | +4.5% |
| 3M | +6.8% | -39.5% | +46.3% | +11.2% |
| 6M | +3.0% | -31.9% | +34.8% | +4.8% |
| YTD | -6.7% | -48.9% | +42.2% | -4.3% |
| 1Y | -10.1% | -48.5% | +38.5% | -4.9% |
| All | -10.1% | -48.4% | +38.3% | -4.9% |
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