+35.6%
EWZ vs JOBY
-48.4%
+84.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.5% |
| 7D | +6.5% | -3.4% | +9.9% | +6.9% |
| 30D | +4.8% | -13.6% | +18.4% | +6.5% |
| 3M | +9.9% | -39.5% | +49.4% | +15.6% |
| 6M | +1.9% | -31.9% | +33.8% | +5.2% |
| YTD | +20.3% | -48.9% | +69.2% | +26.9% |
| 1Y | +35.6% | -48.5% | +84.2% | +44.2% |
| All | +35.6% | -48.4% | +84.0% | +44.2% |
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