+17.1%
HON vs JOBY
-42.1%
+59.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -1.2% |
| 7D | -2.6% | -8.2% | +5.5% | -2.0% |
| 30D | -11.9% | -25.1% | +13.2% | -10.0% |
| 3M | -6.1% | -28.8% | +22.7% | -3.9% |
| 6M | -19.2% | -36.1% | +16.9% | -17.0% |
| YTD | +0.2% | -52.2% | +52.3% | +4.7% |
| 1Y | -1.5% | -52.4% | +50.9% | +2.3% |
| 3Y | +17.9% | -13.6% | +31.5% | +12.4% |
| 5Y | +1.9% | -32.2% | +34.1% | -7.3% |
| All | +17.1% | -42.1% | +59.2% | +4.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling