-43.5%
JOBY vs DOCU
-64.1%
+20.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.7% | +13.5% | +12.5% |
| 7D | +21.0% | -5.5% | +26.6% | +23.4% |
| 30D | +3.1% | +12.6% | -9.5% | -1.8% |
| 3M | -27.9% | +36.4% | -64.3% | -36.7% |
| 6M | -43.6% | +66.8% | -110.4% | -55.0% |
| YTD | -55.1% | +13.5% | -68.5% | -59.0% |
| 1Y | -58.6% | +11.3% | -69.9% | -61.9% |
| 3Y | -0.5% | +92.1% | -92.6% | -30.0% |
| 5Y | -40.5% | -71.0% | +30.5% | -36.1% |
| All | -43.5% | -64.1% | +20.5% | -41.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling