-7.3%
F vs JOBY
-67.3%
+59.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -9.2% | +6.3% | -1.5% |
| 7D | -3.9% | +0.8% | -4.6% | -4.1% |
| 30D | -0.5% | +7.9% | -8.3% | -1.9% |
| 3M | -12.9% | -32.9% | +20.0% | -7.8% |
| 6M | +1.5% | -49.1% | +50.6% | +12.6% |
| YTD | -5.0% | -59.5% | +54.5% | +5.2% |
| 1Y | -7.3% | -67.2% | +59.9% | +6.1% |
| All | -7.3% | -67.3% | +59.9% | +6.1% |
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