+12.2%
DIS vs JOBY
-68.1%
+80.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.9% | +5.5% | +1.0% |
| 7D | +1.9% | -14.3% | +16.2% | +3.1% |
| 30D | +9.2% | +10.2% | -1.0% | +8.2% |
| 3M | +13.5% | -38.5% | +52.0% | +17.6% |
| 6M | +14.3% | -54.1% | +68.4% | +21.7% |
| YTD | +5.4% | -61.5% | +66.9% | +9.1% |
| 1Y | +12.2% | -65.7% | +77.8% | +16.2% |
| All | +12.2% | -68.1% | +80.2% | +16.2% |
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