-65.8%
JOBY vs NVS
+37.6%
-103.4%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.6% | +0.5% | +3.7% |
| 7D | -0.6% | +5.7% | -6.3% | -1.2% |
| 30D | -12.6% | +17.1% | -29.7% | -13.9% |
| 3M | -36.6% | +7.6% | -44.3% | -37.3% |
| 6M | -43.0% | +14.1% | -57.1% | -45.6% |
| YTD | -61.7% | +23.3% | -85.0% | -64.4% |
| 1Y | -65.8% | +36.0% | -101.8% | -70.5% |
| All | -65.8% | +37.6% | -103.4% | -70.5% |
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