-37.2%
JOBY vs DOCS
-51.8%
+14.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.0% | +13.9% | +12.5% |
| 7D | +21.0% | -0.8% | +21.8% | +21.1% |
| 30D | +3.1% | +17.4% | -14.3% | -2.2% |
| 3M | -27.9% | +57.4% | -85.3% | -38.8% |
| 6M | -43.6% | +26.5% | -70.2% | -49.7% |
| YTD | -55.1% | -26.6% | -28.5% | -52.6% |
| 1Y | -58.6% | -48.1% | -10.5% | -51.3% |
| 3Y | -0.5% | +52.6% | -53.1% | -31.5% |
| All | -37.2% | -51.8% | +14.6% | -39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling