-19.8%
HD vs JOBY
-48.4%
+28.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.0% |
| 7D | -2.1% | -3.4% | +1.4% | -2.0% |
| 30D | -8.4% | -13.6% | +5.2% | -8.1% |
| 3M | +4.3% | -39.5% | +43.8% | +5.4% |
| 6M | -11.1% | -31.9% | +20.7% | -11.0% |
| YTD | -4.7% | -48.9% | +44.3% | -4.9% |
| 1Y | -19.8% | -48.5% | +28.7% | -20.9% |
| All | -19.8% | -48.4% | +28.6% | -20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling