+25.0%
HL vs JOBY
-67.8%
+92.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +4.1% | +9.0% | +11.3% |
| 7D | +0.2% | -0.6% | +0.8% | +0.6% |
| 30D | -12.1% | -12.6% | +0.5% | -6.7% |
| 3M | -2.8% | -36.6% | +33.8% | +18.0% |
| 6M | -14.9% | -43.0% | +28.1% | +7.8% |
| YTD | -22.0% | -61.7% | +39.7% | +14.2% |
| 1Y | +25.0% | -65.8% | +90.8% | +89.6% |
| All | +25.0% | -67.8% | +92.8% | +89.6% |
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