+37.5%
F vs JOBY
-5.7%
+43.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.5% | -5.7% | -4.4% |
| 7D | +1.2% | +2.2% | -1.1% | +0.9% |
| 30D | +1.2% | -20.8% | +22.1% | +4.1% |
| 3M | -5.7% | -29.5% | +23.8% | -1.9% |
| 6M | +17.9% | -28.4% | +46.3% | +21.8% |
| YTD | +10.4% | -48.2% | +58.6% | +17.7% |
| 1Y | +25.3% | -49.1% | +74.4% | +32.6% |
| 3Y | +37.5% | -6.3% | +43.8% | +17.9% |
| All | +37.5% | -5.7% | +43.1% | +17.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling