+321.3%
HIMS vs JOBY
-13.5%
+334.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.3% |
| 7D | -0.7% | -5.2% | +4.5% | +1.6% |
| 30D | -8.2% | -19.7% | +11.5% | +1.2% |
| 3M | -4.7% | -31.7% | +27.0% | +13.3% |
| 6M | +6.3% | -37.5% | +43.8% | +29.0% |
| YTD | -15.3% | -51.6% | +36.3% | +12.4% |
| 1Y | -46.9% | -53.3% | +6.4% | -30.0% |
| 3Y | +321.3% | -12.2% | +333.5% | +258.4% |
| All | +321.3% | -13.5% | +334.8% | +258.4% |
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