+122.7%
HOOD vs JOBY
-44.4%
+167.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.9% | +0.6% | -2.4% |
| 7D | -3.8% | -14.3% | +10.6% | +2.1% |
| 30D | -23.0% | +10.2% | -33.2% | -26.3% |
| 3M | -21.6% | -38.5% | +16.9% | -6.0% |
| 6M | +1.4% | -54.1% | +55.5% | +34.3% |
| YTD | -31.2% | -61.5% | +30.4% | -4.2% |
| 1Y | -35.9% | -65.7% | +29.7% | -7.0% |
| 3Y | +836.9% | -7.0% | +843.9% | +671.0% |
| All | +122.7% | -44.4% | +167.1% | +128.3% |
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