+115.2%
FIX vs JOBY
-55.3%
+170.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.1% | +4.1% | -0.2% |
| 7D | +3.5% | -5.9% | +9.4% | +5.4% |
| 30D | -3.5% | -27.1% | +23.6% | +5.9% |
| 3M | -11.8% | -30.7% | +19.0% | -2.6% |
| 6M | +17.8% | -36.1% | +53.9% | +30.8% |
| YTD | +73.3% | -51.4% | +124.7% | +102.4% |
| All | +115.2% | -55.3% | +170.5% | +165.3% |
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