-41.1%
JOBY vs DOCU
-64.0%
+22.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.2% |
| 7D | +28.5% | -4.8% | +33.3% | +30.6% |
| 30D | +13.6% | +9.4% | +4.2% | +9.4% |
| 3M | -28.5% | +29.0% | -57.5% | -35.9% |
| 6M | -43.1% | +62.3% | -105.5% | -54.1% |
| YTD | -53.2% | +13.7% | -66.9% | -57.3% |
| 1Y | -58.5% | +11.5% | -70.1% | -61.9% |
| 3Y | +16.6% | +94.2% | -77.6% | -18.4% |
| 5Y | -34.7% | -71.7% | +37.1% | -29.7% |
| All | -41.1% | -64.0% | +22.9% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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