-39.1%
JOBY vs HSY
+31.5%
-70.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.2% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | -19.7% | -5.2% | -14.5% | -20.0% |
| 3M | -31.7% | -3.4% | -28.3% | -31.8% |
| 6M | -37.5% | -19.2% | -18.3% | -37.9% |
| YTD | -51.6% | -2.6% | -49.0% | -51.6% |
| 1Y | -53.3% | -3.8% | -49.5% | -53.3% |
| 3Y | -12.2% | -10.6% | -1.6% | -13.4% |
| 5Y | -31.3% | +12.3% | -43.6% | -34.8% |
| All | -39.1% | +31.5% | -70.6% | -46.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling