-31.0%
JOBY vs ALLY
-3.5%
-27.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.1% | -5.1% | -5.4% |
| 7D | -5.9% | -1.9% | -3.9% | -4.7% |
| 30D | -27.1% | -4.5% | -22.7% | -25.0% |
| 3M | -30.7% | -2.8% | -27.9% | -29.4% |
| 6M | -36.1% | +10.3% | -46.4% | -40.5% |
| YTD | -51.4% | -5.7% | -45.7% | -49.9% |
| 1Y | -52.2% | +3.9% | -56.1% | -53.8% |
| 3Y | -12.1% | +64.7% | -76.8% | -37.2% |
| All | -31.0% | -3.5% | -27.5% | -34.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling