-38.9%
JOBY vs DOV
+70.1%
-108.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.7% | -4.4% | -4.6% |
| 7D | -5.9% | +1.3% | -7.2% | -6.9% |
| 30D | -27.1% | -8.6% | -18.5% | -21.0% |
| 3M | -30.7% | -13.1% | -17.6% | -21.9% |
| 6M | -36.1% | -8.8% | -27.2% | -31.6% |
| YTD | -51.4% | -1.2% | -50.1% | -51.6% |
| 1Y | -52.2% | +10.7% | -62.9% | -57.5% |
| 3Y | -12.1% | +39.3% | -51.3% | -34.6% |
| 5Y | -31.1% | +16.4% | -47.5% | -43.0% |
| All | -38.9% | +70.1% | -108.9% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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