+25.5%
ISRG vs JOBY
-44.4%
+69.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +1.5% |
| 7D | -2.0% | -14.3% | +12.3% | -0.1% |
| 30D | +5.6% | +10.2% | -4.6% | +3.9% |
| 3M | +10.5% | -38.5% | +49.0% | +17.3% |
| 6M | +2.6% | -54.1% | +56.7% | +12.1% |
| YTD | -21.7% | -61.5% | +39.8% | -13.4% |
| 1Y | -21.6% | -65.7% | +44.1% | -12.1% |
| 3Y | +57.0% | -7.0% | +64.0% | +36.3% |
| All | +25.5% | -44.4% | +69.8% | +11.0% |
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