+136.0%
GOOG vs JOBY
-32.0%
+168.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.3% | +1.4% |
| 7D | 0.0% | -5.2% | +5.2% | +0.6% |
| 30D | -2.0% | -19.7% | +17.8% | +0.4% |
| 3M | -5.9% | -31.7% | +25.9% | -2.2% |
| 6M | +8.9% | -37.5% | +46.4% | +13.6% |
| YTD | +7.1% | -51.6% | +58.7% | +14.1% |
| 1Y | +39.7% | -53.3% | +93.0% | +48.3% |
| 3Y | +145.8% | -12.2% | +158.1% | +128.8% |
| All | +136.0% | -32.0% | +168.1% | +96.9% |
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 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