-39.9%
JOBY vs NUE
+442.5%
-482.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.4% |
| 7D | -8.2% | -2.7% | -5.5% | -7.3% |
| 30D | -25.1% | -6.1% | -19.0% | -23.5% |
| 3M | -28.8% | +2.2% | -31.0% | -29.9% |
| 6M | -36.1% | +50.8% | -86.9% | -45.4% |
| YTD | -52.2% | +57.5% | -109.7% | -59.9% |
| 1Y | -52.4% | +82.5% | -134.9% | -62.2% |
| 3Y | -13.6% | +61.7% | -75.2% | -30.7% |
| 5Y | -32.2% | +145.1% | -177.3% | -52.6% |
| All | -39.9% | +442.5% | -482.5% | -62.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling