+8.1%
EWZ vs JOBY
-67.8%
+75.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.1% | -2.5% | +1.1% |
| 7D | -4.1% | -0.6% | -3.5% | -4.0% |
| 30D | -25.0% | -12.6% | -12.3% | -23.8% |
| 3M | -10.6% | -36.6% | +26.0% | -5.6% |
| 6M | -16.6% | -43.0% | +26.4% | -11.9% |
| YTD | +2.5% | -61.7% | +64.2% | +13.3% |
| 1Y | +8.1% | -65.8% | +73.9% | +21.6% |
| All | +8.1% | -67.8% | +75.9% | +21.6% |
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 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