+129.2%
HPE vs JOBY
-48.4%
+177.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.9% | -2.6% | -4.1% |
| 7D | -0.6% | -3.4% | +2.8% | +0.2% |
| 30D | -2.3% | -13.6% | +11.3% | +0.5% |
| 3M | -2.9% | -39.5% | +36.6% | +6.1% |
| 6M | +143.6% | -31.9% | +175.4% | +159.1% |
| YTD | +118.5% | -48.9% | +167.5% | +138.5% |
| 1Y | +129.2% | -48.5% | +177.8% | +164.1% |
| All | +129.2% | -48.4% | +177.6% | +164.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling