-39.9%
JOBY vs NIO
-91.4%
+51.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | -0.7% |
| 7D | -8.2% | -7.3% | -0.9% | -5.9% |
| 30D | -25.1% | -22.5% | -2.5% | -18.8% |
| 3M | -28.8% | -30.9% | +2.1% | -19.9% |
| 6M | -36.1% | -37.2% | +1.1% | -26.7% |
| YTD | -52.2% | -29.8% | -22.4% | -47.8% |
| 1Y | -52.4% | -37.4% | -15.0% | -46.7% |
| 3Y | -13.6% | -64.3% | +50.8% | +4.2% |
| 5Y | -32.2% | -90.6% | +58.4% | +6.8% |
| All | -39.9% | -91.4% | +51.5% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 10y: compounded portfolio wealth divided by compounded NIO 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…
10y analysis · Full analysis span regression · 6 months rolling