-48.5%
JOBY vs NVS
+27.7%
-76.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.6% |
| 7D | -3.4% | +4.0% | -7.5% | -4.1% |
| 30D | -13.6% | +3.6% | -17.2% | -14.0% |
| 3M | -39.5% | +7.8% | -47.3% | -41.0% |
| 6M | -31.9% | -0.2% | -31.7% | -32.5% |
| YTD | -48.9% | +19.6% | -68.5% | -51.2% |
| 1Y | -48.5% | +28.4% | -76.9% | -51.0% |
| All | -48.5% | +27.7% | -76.3% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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