+171.2%
INTC vs JOBY
-13.5%
+184.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +2.3% |
| 7D | +7.5% | -5.2% | +12.6% | +8.6% |
| 30D | +2.0% | -19.7% | +21.7% | +6.8% |
| 3M | -12.0% | -31.7% | +19.7% | -4.8% |
| 6M | +114.5% | -37.5% | +152.1% | +135.0% |
| YTD | +179.0% | -51.6% | +230.6% | +215.3% |
| 1Y | +318.3% | -53.3% | +371.6% | +369.6% |
| 3Y | +171.2% | -12.2% | +183.4% | +160.5% |
| All | +171.2% | -13.5% | +184.7% | +160.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling