+40.0%
HLT vs JOBY
-65.4%
+105.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.0% | -6.8% | -2.0% |
| 7D | +3.6% | +4.3% | -0.8% | +3.4% |
| 30D | +14.6% | -8.3% | +22.9% | +14.8% |
| 3M | +13.9% | -32.1% | +46.0% | +15.0% |
| 6M | +18.3% | -38.9% | +57.2% | +18.9% |
| YTD | +28.9% | -59.8% | +88.7% | +29.2% |
| 1Y | +40.0% | -64.7% | +104.7% | +40.8% |
| All | +40.0% | -65.4% | +105.5% | +40.8% |
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 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