-45.9%
JOBY vs DOCS
-52.4%
+6.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.3% | -5.0% |
| 7D | -14.3% | +2.6% | -16.9% | -15.0% |
| 30D | +10.2% | +11.4% | -1.2% | +6.3% |
| 3M | -38.5% | +25.4% | -63.9% | -43.1% |
| 6M | -54.1% | +42.5% | -96.6% | -60.4% |
| YTD | -61.5% | -24.7% | -36.8% | -59.7% |
| 1Y | -65.7% | -32.9% | -32.7% | -62.7% |
| 3Y | -7.0% | +39.6% | -46.6% | -32.9% |
| All | -45.9% | -52.4% | +6.5% | -48.3% |
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