-65.8%
JOBY vs DLTR
+45.2%
-111.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +9.6% | -5.5% | +1.6% |
| 7D | -0.6% | +15.6% | -16.2% | -4.4% |
| 30D | -12.6% | +29.9% | -42.5% | -18.7% |
| 3M | -36.6% | +12.5% | -49.1% | -38.9% |
| 6M | -43.0% | +56.3% | -99.3% | -51.8% |
| YTD | -61.7% | +19.5% | -81.2% | -63.8% |
| 1Y | -65.8% | +44.0% | -109.8% | -72.0% |
| All | -65.8% | +45.2% | -111.0% | -72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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