-28.0%
JOBY vs NVMI
+261.9%
-289.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +0.4% |
| 7D | -5.2% | -0.1% | -5.1% | -5.1% |
| 30D | -19.7% | -8.4% | -11.3% | -16.1% |
| 3M | -31.7% | -33.6% | +1.8% | -16.6% |
| 6M | -37.5% | -14.7% | -22.9% | -34.6% |
| YTD | -51.6% | +13.2% | -64.8% | -57.1% |
| 1Y | -53.3% | +29.0% | -82.3% | -61.5% |
| 3Y | -12.2% | +215.0% | -227.2% | -62.5% |
| All | -28.0% | +261.9% | -289.9% | -72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 5y: compounded portfolio wealth divided by compounded NVMI 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…
5y analysis · Full analysis span regression · 6 months rolling