-0.7%
INTU vs JOBY
-53.4%
+52.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.3% | +1.0% |
| 7D | +0.1% | -14.3% | +14.4% | +1.7% |
| 30D | +10.1% | +10.2% | -0.1% | +8.5% |
| 3M | -4.2% | -38.5% | +34.3% | +0.7% |
| 6M | -7.2% | -54.1% | +46.8% | 0.0% |
| YTD | -47.7% | -61.5% | +13.8% | -43.0% |
| 1Y | -46.7% | -65.7% | +19.0% | -41.2% |
| 3Y | -34.1% | -7.0% | -27.1% | -42.1% |
| 5Y | -43.3% | -44.2% | +0.9% | -52.5% |
| All | -0.7% | -53.4% | +52.7% | -12.6% |
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 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