+278.4%
GOOG vs JOBY
-42.1%
+320.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.8% |
| 7D | -2.5% | -8.2% | +5.7% | -1.6% |
| 30D | -3.6% | -25.1% | +21.4% | -0.6% |
| 3M | -6.4% | -28.8% | +22.4% | -3.4% |
| 6M | +7.8% | -36.1% | +43.9% | +12.0% |
| YTD | +5.5% | -52.2% | +57.7% | +12.3% |
| 1Y | +38.3% | -52.4% | +90.7% | +46.2% |
| 3Y | +143.1% | -13.6% | +156.7% | +127.6% |
| 5Y | +135.0% | -32.2% | +167.2% | +106.5% |
| All | +278.4% | -42.1% | +320.5% | +230.2% |
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 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