-2.9%
IBM vs JOBY
-52.0%
+49.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.7% | +3.9% |
| 7D | +3.6% | -5.2% | +8.8% | +3.8% |
| 30D | +3.1% | -19.7% | +22.8% | +4.1% |
| 3M | -10.8% | -31.7% | +20.9% | -9.0% |
| 6M | -0.8% | -37.5% | +36.7% | +1.7% |
| YTD | -16.2% | -51.6% | +35.4% | -13.3% |
| 1Y | -2.9% | -53.3% | +50.4% | +1.8% |
| All | -2.9% | -52.0% | +49.1% | +1.8% |
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