+790.7%
FIX vs JOBY
-5.7%
+796.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.9% | +2.0% |
| 7D | +6.1% | +2.2% | +3.8% | +5.5% |
| 30D | -2.7% | -20.8% | +18.2% | +2.6% |
| 3M | -10.9% | -29.5% | +18.5% | -4.0% |
| 6M | +29.0% | -28.4% | +57.4% | +37.1% |
| YTD | +76.9% | -48.2% | +125.1% | +99.5% |
| 1Y | +130.7% | -49.1% | +179.8% | +157.8% |
| 3Y | +790.7% | -6.3% | +797.0% | +714.1% |
| All | +790.7% | -5.7% | +796.3% | +714.1% |
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