+11.3%
JNJ vs JOBY
-31.2%
+42.5%
-9.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.1% | +5.4% | -1.3% |
| 7D | -3.0% | -5.9% | +2.9% | -3.4% |
| 30D | +2.5% | -27.1% | +29.6% | -0.1% |
| 3M | +13.2% | -30.7% | +44.0% | +10.7% |
| 6M | +11.3% | -36.1% | +47.3% | +8.7% |
| All | +11.3% | -31.2% | +42.5% | +8.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling