+103.8%
HPQ vs JOBY
-41.1%
+144.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -6.1% | +11.1% | +5.6% |
| 7D | +2.2% | -5.9% | +8.1% | +2.8% |
| 30D | +9.7% | -27.1% | +36.9% | +13.4% |
| 3M | +32.7% | -30.7% | +63.5% | +37.3% |
| 6M | +77.7% | -36.1% | +113.8% | +84.4% |
| YTD | +51.0% | -51.4% | +102.4% | +60.4% |
| 1Y | +18.4% | -52.2% | +70.6% | +25.1% |
| 3Y | +25.6% | -12.1% | +37.6% | +16.5% |
| 5Y | +38.6% | -31.1% | +69.8% | +20.9% |
| All | +103.8% | -41.1% | +144.9% | +77.6% |
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