+849.2%
FLEX vs JOBY
-38.2%
+887.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.9% |
| 7D | -0.9% | -3.4% | +2.5% | -0.2% |
| 30D | -10.1% | -13.6% | +3.4% | -7.7% |
| 3M | -31.3% | -39.5% | +8.2% | -24.7% |
| 6M | +71.3% | -31.9% | +103.1% | +83.9% |
| YTD | +81.2% | -48.9% | +130.2% | +102.0% |
| 1Y | +98.5% | -48.5% | +147.0% | +118.8% |
| 3Y | +428.2% | -8.0% | +436.3% | +398.5% |
| 5Y | +657.3% | -33.7% | +690.9% | +585.4% |
| All | +849.2% | -38.2% | +887.3% | +792.1% |
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 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