+52.1%
JNJ vs JOBY
-52.0%
+104.1%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.2% |
| 7D | -3.5% | -5.2% | +1.7% | -3.7% |
| 30D | +2.3% | -19.7% | +22.0% | +1.5% |
| 3M | +12.0% | -31.7% | +43.7% | +10.9% |
| 6M | +10.5% | -37.5% | +48.0% | +9.4% |
| YTD | +30.4% | -51.6% | +82.0% | +28.8% |
| 1Y | +52.1% | -53.3% | +105.4% | +50.1% |
| All | +52.1% | -52.0% | +104.1% | +50.1% |
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