+184.6%
HAL vs JOBY
-37.2%
+221.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.9% |
| 7D | +0.5% | +2.2% | -1.8% | +0.3% |
| 30D | +15.9% | -20.8% | +36.8% | +18.2% |
| 3M | -8.7% | -29.5% | +20.8% | -6.3% |
| 6M | +9.0% | -28.4% | +37.4% | +11.0% |
| YTD | +32.0% | -48.2% | +80.2% | +38.1% |
| 1Y | +72.5% | -49.1% | +121.5% | +79.1% |
| 3Y | -4.5% | -6.3% | +1.8% | -11.6% |
| 5Y | +109.7% | -27.2% | +136.9% | +91.0% |
| All | +184.6% | -37.2% | +221.9% | +189.1% |
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