+148.7%
EWY vs JOBY
-32.0%
+180.8%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +2.0% | +3.1% |
| 7D | -0.1% | -5.2% | +5.1% | +0.7% |
| 30D | +7.3% | -19.7% | +27.0% | +10.8% |
| 3M | -5.1% | -31.7% | +26.6% | 0.0% |
| 6M | +42.1% | -37.5% | +79.6% | +51.7% |
| YTD | +94.1% | -51.6% | +145.7% | +112.1% |
| 1Y | +147.8% | -53.3% | +201.1% | +169.6% |
| 3Y | +222.9% | -12.2% | +235.1% | +212.2% |
| All | +148.7% | -32.0% | +180.8% | +124.7% |
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 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