-39.1%
JOBY vs NVMI
+476.7%
-515.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -16.2% |
| 3M | -31.7% | -33.6% | +1.8% | -17.1% |
| 6M | -37.5% | -14.7% | -22.9% | -34.6% |
| YTD | -51.6% | +13.2% | -64.8% | -56.8% |
| 1Y | -53.3% | +29.0% | -82.3% | -61.1% |
| 3Y | -12.2% | +215.0% | -227.2% | -60.0% |
| 5Y | -31.3% | +268.6% | -299.9% | -71.3% |
| All | -39.1% | +476.7% | -515.9% | -78.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling