-28.0%
JOBY vs ENPH
-77.1%
+49.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.7% |
| 7D | -5.2% | -0.1% | -5.1% | -5.2% |
| 30D | -19.7% | -10.8% | -8.9% | -16.9% |
| 3M | -31.7% | -33.8% | +2.1% | -22.6% |
| 6M | -37.5% | -16.1% | -21.4% | -35.8% |
| YTD | -51.6% | +13.4% | -65.0% | -56.4% |
| 1Y | -53.3% | -2.6% | -50.7% | -56.4% |
| 3Y | -12.2% | -70.3% | +58.0% | +10.0% |
| All | -28.0% | -77.1% | +49.1% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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