-53.3%
JOBY vs HCA
+8.6%
-61.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +1.4% |
| 7D | -5.2% | +5.4% | -10.6% | -4.6% |
| 30D | -19.7% | +3.0% | -22.7% | -19.3% |
| 3M | -31.7% | +13.0% | -44.8% | -31.1% |
| 6M | -37.5% | -20.3% | -17.3% | -33.3% |
| YTD | -51.6% | -8.2% | -43.4% | -50.3% |
| 1Y | -53.3% | +6.7% | -60.0% | -60.4% |
| All | -53.3% | +8.6% | -61.9% | -60.4% |
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