-36.7%
JOBY vs DOCU
-68.9%
+32.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.2% | -3.9% | -1.9% |
| 7D | +16.4% | -0.4% | +16.9% | +16.5% |
| 30D | +14.4% | +12.9% | +1.5% | +8.3% |
| 3M | -30.2% | +35.1% | -65.2% | -39.2% |
| 6M | -45.3% | +76.2% | -121.4% | -58.2% |
| YTD | -55.5% | +17.2% | -72.6% | -60.3% |
| 1Y | -64.0% | +16.4% | -80.4% | -67.8% |
| 3Y | +13.3% | +95.6% | -82.3% | -24.9% |
| 5Y | -36.7% | -68.5% | +31.8% | -31.2% |
| All | -36.7% | -68.9% | +32.2% | -31.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling