+138.4%
HLT vs JOBY
-32.0%
+170.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | -1.6% | -5.2% | +3.6% | -1.1% |
| 30D | -5.0% | -19.7% | +14.7% | -3.1% |
| 3M | -10.4% | -31.7% | +21.3% | -7.5% |
| 6M | +3.2% | -37.5% | +40.8% | +6.8% |
| YTD | +6.7% | -51.6% | +58.3% | +12.6% |
| 1Y | +10.3% | -53.3% | +63.6% | +15.5% |
| 3Y | +99.3% | -12.2% | +111.6% | +82.3% |
| All | +138.4% | -32.0% | +170.5% | +95.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling