+2,359.5%
FIX vs JOBY
-46.1%
+2,405.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.7% | +5.7% | +5.2% |
| 7D | +6.4% | +16.4% | -10.0% | +3.5% |
| 30D | -29.1% | +14.4% | -43.5% | -30.9% |
| 3M | -31.1% | -30.2% | -1.0% | -27.1% |
| 6M | -42.8% | -45.3% | +2.4% | -37.2% |
| YTD | +24.6% | -55.5% | +80.1% | +39.9% |
| 1Y | +21.9% | -64.0% | +86.0% | +41.4% |
| 3Y | +524.9% | +13.3% | +511.6% | +476.5% |
| 5Y | +1,092.2% | -36.7% | +1,128.9% | +979.3% |
| All | +2,359.5% | -46.1% | +2,405.6% | +2,010.8% |
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 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