+157.7%
INTC vs JOBY
-41.1%
+198.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.1% | +7.8% | +2.7% |
| 7D | +18.0% | -5.9% | +23.8% | +19.1% |
| 30D | +8.9% | -27.1% | +36.1% | +14.7% |
| 3M | -1.6% | -30.7% | +29.2% | +4.7% |
| 6M | +133.1% | -36.1% | +169.1% | +150.2% |
| YTD | +187.9% | -51.4% | +239.3% | +219.1% |
| 1Y | +334.7% | -52.2% | +386.9% | +378.1% |
| 3Y | +184.2% | -12.1% | +196.2% | +168.9% |
| 5Y | +116.0% | -31.1% | +147.1% | +90.9% |
| All | +157.7% | -41.1% | +198.8% | +130.9% |
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 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