-48.5%
JOBY vs DLTR
+29.2%
-77.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.0% |
| 7D | -3.4% | +2.5% | -5.9% | -4.0% |
| 30D | -13.6% | +2.1% | -15.7% | -14.1% |
| 3M | -39.5% | +20.3% | -59.8% | -42.9% |
| 6M | -31.9% | +11.5% | -43.4% | -34.6% |
| YTD | -48.9% | +6.8% | -55.8% | -50.2% |
| 1Y | -48.5% | +31.1% | -79.6% | -52.0% |
| All | -48.5% | +29.2% | -77.8% | -52.0% |
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