-10.0%
DIS vs JOBY
-52.4%
+42.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.1% | +5.3% | -0.4% |
| 7D | -3.5% | -5.9% | +2.3% | -3.1% |
| 30D | +1.0% | -27.1% | +28.1% | +3.4% |
| 3M | +5.7% | -30.7% | +36.4% | +8.7% |
| 6M | +3.3% | -36.1% | +39.3% | +5.6% |
| YTD | -7.7% | -51.4% | +43.6% | -4.9% |
| 1Y | -10.0% | -52.2% | +42.2% | -5.0% |
| All | -10.0% | -52.4% | +42.4% | -5.0% |
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