-39.1%
JOBY vs HCA
+203.4%
-242.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.9% |
| 7D | -5.2% | +5.4% | -10.6% | -6.7% |
| 30D | -19.7% | +3.0% | -22.7% | -20.6% |
| 3M | -31.7% | +13.0% | -44.8% | -35.0% |
| 6M | -37.5% | -20.3% | -17.3% | -33.0% |
| YTD | -51.6% | -8.2% | -43.4% | -51.0% |
| 1Y | -53.3% | +6.7% | -60.0% | -55.4% |
| 3Y | -12.2% | +60.4% | -72.6% | -30.4% |
| 5Y | -31.3% | +73.4% | -104.7% | -48.8% |
| All | -39.1% | +203.4% | -242.5% | -58.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling