+31.0%
F vs JOBY
-48.4%
+79.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.3% | +1.7% |
| 7D | +5.3% | -3.4% | +8.8% | +5.8% |
| 30D | +4.6% | -13.6% | +18.2% | +6.5% |
| 3M | -3.7% | -39.5% | +35.8% | +3.3% |
| 6M | +16.8% | -31.9% | +48.7% | +22.4% |
| YTD | +15.3% | -48.9% | +64.2% | +23.3% |
| 1Y | +31.0% | -48.5% | +79.6% | +44.7% |
| All | +31.0% | -48.4% | +79.4% | +44.7% |
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