-12.2%
JOBY vs NVT
+190.9%
-203.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.4% | -1.7% |
| 7D | -5.2% | +4.1% | -9.3% | -7.6% |
| 30D | -19.7% | -5.1% | -14.6% | -17.5% |
| 3M | -31.7% | -1.2% | -30.6% | -32.3% |
| 6M | -37.5% | +46.6% | -84.1% | -52.6% |
| YTD | -51.6% | +60.0% | -111.6% | -65.5% |
| 1Y | -53.3% | +70.8% | -124.1% | -67.9% |
| 3Y | -12.2% | +187.5% | -199.8% | -56.4% |
| All | -12.2% | +190.9% | -203.1% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 3y: compounded portfolio wealth divided by compounded NVT 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…
3y analysis · Full analysis span regression · 6 months rolling