+155.0%
HPE vs JOBY
-52.0%
+206.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.3% | +11.2% | +12.2% |
| 7D | +19.4% | -5.2% | +24.6% | +20.7% |
| 30D | +5.6% | -19.7% | +25.3% | +10.5% |
| 3M | +33.1% | -31.7% | +64.8% | +42.3% |
| 6M | +192.5% | -37.5% | +230.0% | +215.7% |
| YTD | +160.9% | -51.6% | +212.5% | +187.5% |
| 1Y | +155.0% | -53.3% | +208.3% | +198.9% |
| All | +155.0% | -52.0% | +206.9% | +198.9% |
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