-3.8%
HAL vs JOBY
-13.1%
+9.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.1% | +7.0% | +1.4% |
| 7D | -1.3% | -5.9% | +4.5% | -0.9% |
| 30D | +10.9% | -27.1% | +38.0% | +13.6% |
| 3M | -5.8% | -30.7% | +24.9% | -3.5% |
| 6M | +8.1% | -36.1% | +44.2% | +11.0% |
| YTD | +33.2% | -51.4% | +84.6% | +40.0% |
| 1Y | +74.2% | -52.2% | +126.3% | +81.5% |
| All | -3.8% | -13.1% | +9.3% | -10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling