-62.5%
JOBY vs DOC
+22.2%
-84.7%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.0% | -3.2% | -3.7% |
| 7D | +22.1% | +4.3% | +17.7% | +19.8% |
| 30D | +8.8% | +9.2% | -0.3% | +4.3% |
| 3M | -32.8% | -0.8% | -32.0% | -32.5% |
| 6M | -45.5% | +7.1% | -52.6% | -49.1% |
| YTD | -55.2% | +34.0% | -89.1% | -63.2% |
| 1Y | -62.5% | +23.2% | -85.7% | -69.5% |
| All | -62.5% | +22.2% | -84.7% | -69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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