-41.7%
INTU vs JOBY
-14.6%
-27.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.3% |
| 7D | -9.2% | -8.2% | -1.0% | -8.7% |
| 30D | -7.0% | -25.1% | +18.0% | -5.3% |
| 3M | +10.5% | -28.8% | +39.3% | +12.7% |
| 6M | -30.6% | -36.1% | +5.6% | -29.1% |
| YTD | -52.3% | -52.2% | -0.1% | -50.2% |
| 1Y | -51.8% | -52.4% | +0.6% | -50.0% |
| All | -41.7% | -14.6% | -27.1% | -44.5% |
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