-11.8%
JOBY vs NIO
-64.4%
+52.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.4% | -3.8% | -5.5% |
| 7D | -5.9% | -4.1% | -1.7% | -4.8% |
| 30D | -27.1% | -23.2% | -3.9% | -21.9% |
| 3M | -30.7% | -29.9% | -0.8% | -24.0% |
| 6M | -36.1% | -25.1% | -11.0% | -31.6% |
| YTD | -51.4% | -27.5% | -23.9% | -47.9% |
| 1Y | -52.2% | -41.1% | -11.1% | -46.4% |
| All | -11.8% | -64.4% | +52.6% | -0.3% |
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