-31.5%
JOBY vs DOCS
-40.7%
+9.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -7.3% | +8.8% | +3.8% |
| 7D | +2.2% | -7.3% | +9.6% | +4.5% |
| 30D | -20.8% | -10.9% | -10.0% | -18.3% |
| 3M | -29.5% | +20.3% | -49.8% | -35.0% |
| 6M | -28.4% | -3.6% | -24.7% | -30.3% |
| YTD | -48.2% | -44.9% | -3.3% | -40.1% |
| 1Y | -49.1% | -64.9% | +15.8% | -31.9% |
| 3Y | -6.3% | +7.6% | -13.9% | -26.0% |
| 5Y | -27.2% | -74.0% | +46.7% | -13.5% |
| All | -31.5% | -40.7% | +9.2% | -40.1% |
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