+3,319.8%
FIX vs JOBY
-41.1%
+3,360.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.1% | +4.1% | -1.0% |
| 7D | +3.5% | -5.9% | +9.4% | +4.6% |
| 30D | -3.5% | -27.1% | +23.6% | +1.8% |
| 3M | -11.8% | -30.7% | +19.0% | -6.3% |
| 6M | +17.8% | -36.1% | +53.9% | +25.8% |
| YTD | +73.3% | -51.4% | +124.7% | +92.3% |
| 1Y | +128.1% | -52.2% | +180.3% | +151.6% |
| 3Y | +772.7% | -12.1% | +784.7% | +725.0% |
| 5Y | +2,166.4% | -31.1% | +2,197.6% | +1,923.5% |
| All | +3,319.8% | -41.1% | +3,360.9% | +2,801.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling