-43.6%
JOBY vs DOCU
-64.0%
+20.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.1% | -4.2% |
| 7D | +22.1% | -3.4% | +25.4% | +23.5% |
| 30D | +8.8% | +9.3% | -0.4% | +4.8% |
| 3M | -32.8% | +30.2% | -63.0% | -39.9% |
| 6M | -45.5% | +62.1% | -107.7% | -56.0% |
| YTD | -55.2% | +13.5% | -68.7% | -59.1% |
| 1Y | -62.5% | +11.5% | -74.0% | -65.5% |
| 3Y | +14.1% | +89.5% | -75.4% | -19.3% |
| 5Y | -35.9% | -69.6% | +33.7% | -31.6% |
| All | -43.6% | -64.0% | +20.4% | -41.8% |
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