+180.0%
HOOD vs JOBY
-32.5%
+212.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.1% | +4.4% | +0.6% |
| 7D | +7.7% | -5.9% | +13.6% | +10.2% |
| 30D | +22.0% | -27.1% | +49.1% | +37.7% |
| 3M | +37.6% | -30.7% | +68.4% | +57.1% |
| 6M | +45.3% | -36.1% | +81.3% | +68.4% |
| YTD | +1.9% | -51.4% | +53.3% | +30.1% |
| 1Y | -2.7% | -52.2% | +49.4% | +22.6% |
| 3Y | +973.4% | -12.1% | +985.4% | +816.4% |
| All | +180.0% | -32.5% | +212.5% | +112.0% |
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