-49.1%
JOBY vs ALLY
+53.1%
-102.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.7% | -8.5% | -8.7% |
| 7D | +0.8% | -2.1% | +2.9% | +2.1% |
| 30D | +7.9% | +2.0% | +5.9% | +6.4% |
| 3M | -32.9% | -13.3% | -19.6% | -26.7% |
| 6M | -49.1% | -9.9% | -39.2% | -46.0% |
| YTD | -59.5% | -13.5% | -46.0% | -56.0% |
| 1Y | -67.2% | -2.8% | -64.4% | -66.9% |
| 3Y | +2.9% | +63.4% | -60.5% | -23.8% |
| 5Y | -41.3% | -10.9% | -30.4% | -42.1% |
| All | -49.1% | +53.1% | -102.3% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 10y: compounded portfolio wealth divided by compounded ALLY 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…
10y analysis · Full analysis span regression · 6 months rolling