+77.8%
JNJ vs JOBY
-13.5%
+91.3%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.3% |
| 7D | -3.5% | -5.2% | +1.7% | -3.5% |
| 30D | +2.3% | -19.7% | +22.0% | +2.3% |
| 3M | +12.0% | -31.7% | +43.7% | +12.0% |
| 6M | +10.5% | -37.5% | +48.0% | +10.5% |
| YTD | +30.4% | -51.6% | +82.0% | +30.7% |
| 1Y | +52.1% | -53.3% | +105.4% | +52.3% |
| 3Y | +77.8% | -12.2% | +90.0% | +76.2% |
| All | +77.8% | -13.5% | +91.3% | +76.2% |
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