-40.7%
JOBY vs DOCS
-21.3%
-19.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.4% | -2.8% | -3.8% |
| 7D | +22.1% | -0.6% | +22.6% | +22.1% |
| 30D | +8.8% | +6.3% | +2.5% | +6.6% |
| 3M | -32.8% | +26.5% | -59.3% | -38.1% |
| 6M | -45.5% | +24.8% | -70.3% | -51.3% |
| YTD | -55.2% | -26.8% | -28.4% | -52.8% |
| 1Y | -62.5% | -38.3% | -24.2% | -58.2% |
| 3Y | +14.1% | +36.0% | -22.0% | -15.9% |
| 5Y | -35.9% | -55.0% | +19.0% | -35.5% |
| All | -40.7% | -21.3% | -19.4% | -52.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling