-1.0%
ISRG vs JOBY
-32.4%
+31.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.1% | +7.0% | +1.7% |
| 7D | -5.0% | -5.9% | +0.9% | -4.3% |
| 30D | -10.2% | -27.1% | +16.9% | -6.5% |
| 3M | -17.2% | -30.7% | +13.5% | -13.7% |
| 6M | -28.4% | -36.1% | +7.6% | -25.3% |
| YTD | -37.6% | -51.4% | +13.7% | -32.8% |
| 1Y | -24.4% | -52.2% | +27.7% | -19.6% |
| 3Y | +18.4% | -12.1% | +30.5% | +5.7% |
| 5Y | -1.0% | -31.1% | +30.2% | -18.9% |
| All | -1.0% | -32.4% | +31.5% | -18.9% |
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