-65.8%
JOBY vs HCA
+11.2%
-77.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +10.3% | -6.2% | +5.3% |
| 7D | -0.6% | +10.2% | -10.8% | +0.6% |
| 30D | -12.6% | +17.4% | -30.1% | -10.6% |
| 3M | -36.6% | +27.7% | -64.3% | -34.2% |
| 6M | -43.0% | +20.0% | -63.0% | -39.0% |
| YTD | -61.7% | +10.0% | -71.7% | -59.8% |
| 1Y | -65.8% | +9.0% | -74.8% | -63.7% |
| All | -65.8% | +11.2% | -77.0% | -63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 1y: compounded portfolio wealth divided by compounded HCA 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…
1y analysis · Full analysis span regression · 6 months rolling