-42.6%
INTU vs JOBY
-32.5%
-10.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.1% | +4.6% | -0.8% |
| 7D | -8.5% | -5.9% | -2.6% | -7.8% |
| 30D | -6.1% | -27.1% | +21.0% | -2.6% |
| 3M | +7.3% | -30.7% | +38.1% | +11.3% |
| 6M | -33.2% | -36.1% | +2.8% | -30.8% |
| YTD | -52.2% | -51.4% | -0.8% | -48.9% |
| 1Y | -52.7% | -52.2% | -0.5% | -50.0% |
| 3Y | -41.6% | -12.1% | -29.6% | -48.2% |
| All | -42.6% | -32.5% | -10.1% | -54.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling