-44.0%
JOBY vs NIO
-92.2%
+48.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.3% |
| 7D | +16.4% | -1.8% | +18.3% | +17.2% |
| 30D | +14.4% | -6.6% | +21.0% | +17.1% |
| 3M | -30.2% | -29.9% | -0.3% | -21.9% |
| 6M | -45.3% | -46.6% | +1.4% | -33.4% |
| YTD | -55.5% | -36.5% | -19.0% | -49.8% |
| 1Y | -64.0% | -51.1% | -12.9% | -56.0% |
| 3Y | +13.3% | -55.2% | +68.5% | +27.2% |
| 5Y | -36.7% | -92.3% | +55.6% | +5.0% |
| All | -44.0% | -92.2% | +48.2% | -2.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling