+16.8%
ISRG vs JOBY
-13.1%
+30.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.1% | +7.0% | +1.4% |
| 7D | -5.0% | -5.9% | +0.9% | -4.5% |
| 30D | -10.2% | -27.1% | +16.9% | -7.6% |
| 3M | -17.2% | -30.7% | +13.5% | -14.7% |
| 6M | -28.4% | -36.1% | +7.6% | -26.2% |
| YTD | -37.6% | -51.4% | +13.7% | -34.3% |
| 1Y | -24.4% | -52.2% | +27.7% | -21.1% |
| All | +16.8% | -13.1% | +30.0% | +11.6% |
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 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