-60.8%
JOBY vs DOCS
-39.1%
-21.7%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +4.1% |
| 7D | +28.5% | 0.0% | +28.5% | +28.3% |
| 30D | +13.6% | +7.8% | +5.8% | +12.3% |
| 3M | -28.5% | +20.0% | -48.4% | -30.6% |
| 6M | -43.1% | +26.5% | -69.7% | -46.2% |
| YTD | -53.2% | -25.8% | -27.4% | -50.6% |
| All | -60.8% | -39.1% | -21.7% | -55.9% |
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