+725.7%
FLEX vs JOBY
-32.4%
+758.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.1% | +4.7% | -0.2% |
| 7D | +6.4% | -5.9% | +12.2% | +7.6% |
| 30D | -5.9% | -27.1% | +21.3% | +0.3% |
| 3M | -23.5% | -30.7% | +7.3% | -17.7% |
| 6M | +83.7% | -36.1% | +119.8% | +100.2% |
| YTD | +86.5% | -51.4% | +137.9% | +110.7% |
| 1Y | +100.5% | -52.2% | +152.7% | +124.8% |
| 3Y | +469.8% | -12.1% | +481.9% | +441.7% |
| 5Y | +725.7% | -31.1% | +756.8% | +654.2% |
| All | +725.7% | -32.4% | +758.1% | +654.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling