+577.1%
FLEX vs JOBY
-51.0%
+628.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.2% | +8.1% | +0.7% |
| 7D | +17.1% | +0.8% | +16.3% | +16.8% |
| 30D | -29.5% | +7.9% | -37.4% | -30.7% |
| 3M | -37.3% | -32.9% | -4.4% | -32.4% |
| 6M | -44.1% | -49.1% | +5.0% | -36.8% |
| YTD | +29.3% | -59.5% | +88.8% | +50.4% |
| 1Y | +24.2% | -67.2% | +91.4% | +48.9% |
| 3Y | +297.3% | +2.9% | +294.4% | +274.0% |
| 5Y | +446.2% | -41.3% | +487.5% | +410.6% |
| All | +577.1% | -51.0% | +628.1% | +564.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling