-48.5%
JOBY vs DOCS
-60.9%
+12.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -1.5% |
| 7D | -3.4% | -1.4% | -2.0% | -3.2% |
| 30D | -13.6% | +21.8% | -35.4% | -16.5% |
| 3M | -39.5% | +27.3% | -66.8% | -42.0% |
| 6M | -31.9% | -0.3% | -31.5% | -33.5% |
| YTD | -48.9% | -40.5% | -8.4% | -44.9% |
| 1Y | -48.5% | -61.5% | +13.0% | -36.5% |
| All | -48.5% | -60.9% | +12.3% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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