-47.9%
FLEX vs JOBY
-50.8%
+3.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.9% | +0.8% | -1.8% |
| 7D | +7.5% | -14.3% | +21.8% | +15.2% |
| 30D | -25.3% | +10.2% | -35.5% | -29.2% |
| 3M | -39.7% | -38.5% | -1.2% | -24.1% |
| 6M | -47.9% | -54.1% | +6.2% | -28.1% |
| All | -47.9% | -50.8% | +3.0% | -28.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling