-62.5%
JOBY vs DOCS
-40.0%
-22.5%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.4% | -2.8% | -4.0% |
| 7D | +22.1% | -0.6% | +22.6% | +22.0% |
| 30D | +8.8% | +6.3% | +2.5% | +7.8% |
| 3M | -32.8% | +26.5% | -59.3% | -35.2% |
| 6M | -45.5% | +24.8% | -70.3% | -48.3% |
| YTD | -55.2% | -26.8% | -28.4% | -52.6% |
| 1Y | -62.5% | -38.3% | -24.2% | -57.7% |
| All | -62.5% | -40.0% | -22.5% | -57.7% |
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