+472.4%
FLEX vs JOBY
-7.4%
+479.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.5% | +2.9% | +4.0% |
| 7D | +7.0% | +2.2% | +4.7% | +6.4% |
| 30D | -5.8% | -20.8% | +15.0% | -0.5% |
| 3M | -24.2% | -29.5% | +5.3% | -18.0% |
| 6M | +90.8% | -28.4% | +119.2% | +105.5% |
| YTD | +89.2% | -48.2% | +137.4% | +113.1% |
| 1Y | +104.7% | -49.1% | +153.8% | +128.7% |
| All | +472.4% | -7.4% | +479.9% | +459.9% |
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