+24.3%
F vs JOBY
-52.0%
+76.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.6% | +0.5% |
| 7D | -4.4% | -5.2% | +0.7% | -3.8% |
| 30D | +1.0% | -19.7% | +20.7% | +4.0% |
| 3M | -4.0% | -31.7% | +27.7% | +1.0% |
| 6M | +18.1% | -37.5% | +55.6% | +25.0% |
| YTD | +10.2% | -51.6% | +61.8% | +18.6% |
| 1Y | +24.3% | -53.3% | +77.6% | +32.8% |
| All | +24.3% | -52.0% | +76.3% | +32.8% |
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