-19.9%
ISRG vs JOBY
-56.0%
+36.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.7% | +3.8% | +2.1% |
| 7D | -2.5% | -8.2% | +5.6% | -2.0% |
| 30D | -10.2% | -25.1% | +14.9% | -8.6% |
| 3M | -12.5% | -28.8% | +16.3% | -11.0% |
| 6M | -25.8% | -36.1% | +10.3% | -24.4% |
| YTD | -36.4% | -52.2% | +15.8% | -34.1% |
| 1Y | -19.9% | -52.4% | +32.5% | -17.6% |
| All | -19.9% | -56.0% | +36.1% | -17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling