+34.7%
EWZ vs JOBY
-52.4%
+87.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.1% | +4.7% | -0.7% |
| 7D | -0.1% | -5.9% | +5.8% | +0.6% |
| 30D | +8.2% | -27.1% | +35.3% | +12.0% |
| 3M | +13.3% | -30.7% | +44.0% | +17.4% |
| 6M | +3.6% | -36.1% | +39.6% | +7.6% |
| YTD | +21.0% | -51.4% | +72.3% | +28.2% |
| 1Y | +34.7% | -52.2% | +86.8% | +42.7% |
| All | +34.7% | -52.4% | +87.0% | +42.7% |
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 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