-48.5%
JOBY vs HSY
-3.5%
-45.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -2.1% |
| 7D | -3.4% | -3.3% | -0.1% | -4.1% |
| 30D | -13.6% | -2.8% | -10.8% | -14.1% |
| 3M | -39.5% | -4.5% | -35.0% | -39.8% |
| 6M | -31.9% | -24.2% | -7.6% | -33.3% |
| YTD | -48.9% | -2.7% | -46.2% | -48.6% |
| 1Y | -48.5% | -3.7% | -44.8% | -47.0% |
| All | -48.5% | -3.5% | -45.0% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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