+17.0%
HON vs JOBY
-13.5%
+30.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | 0.0% |
| 7D | -3.5% | -5.2% | +1.7% | -3.1% |
| 30D | -13.8% | -19.7% | +6.0% | -12.3% |
| 3M | -11.7% | -31.7% | +20.1% | -9.3% |
| 6M | -18.7% | -37.5% | +18.8% | -16.3% |
| YTD | +0.2% | -51.6% | +51.8% | +4.5% |
| 1Y | -3.1% | -53.3% | +50.2% | +0.7% |
| 3Y | +17.0% | -12.2% | +29.2% | +12.8% |
| All | +17.0% | -13.5% | +30.5% | +12.8% |
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 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