-65.8%
JOBY vs NUE
+86.4%
-152.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.1% | +6.2% | +4.8% |
| 7D | -0.6% | -1.4% | +0.8% | -0.2% |
| 30D | -12.6% | +6.6% | -19.2% | -14.5% |
| 3M | -36.6% | -2.0% | -34.6% | -36.2% |
| 6M | -43.0% | +19.2% | -62.2% | -47.0% |
| YTD | -61.7% | +65.6% | -127.4% | -69.1% |
| 1Y | -65.8% | +87.8% | -153.6% | -75.1% |
| All | -65.8% | +86.4% | -152.2% | -75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 1y: compounded portfolio wealth divided by compounded NUE 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…
1y analysis · Full analysis span regression · 6 months rolling