+7.7%
JOBY vs NIO
-55.4%
+63.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.3% |
| 7D | +16.4% | -1.8% | +18.3% | +17.1% |
| 30D | +14.4% | -6.6% | +21.0% | +16.7% |
| 3M | -30.2% | -29.9% | -0.3% | -23.4% |
| 6M | -45.3% | -46.6% | +1.4% | -35.8% |
| YTD | -55.5% | -36.5% | -19.0% | -50.6% |
| 1Y | -64.0% | -51.1% | -12.9% | -57.4% |
| All | +7.7% | -55.4% | +63.1% | +26.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling