-13.3%
JOBY vs NXT
+87.2%
-100.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.4% |
| 7D | -8.2% | -2.6% | -5.6% | -7.5% |
| 30D | -25.1% | -22.4% | -2.6% | -19.7% |
| 3M | -28.8% | -27.3% | -1.4% | -22.5% |
| 6M | -36.1% | -28.5% | -7.7% | -30.9% |
| YTD | -52.2% | -6.6% | -45.6% | -51.8% |
| 1Y | -52.4% | +20.4% | -72.8% | -54.3% |
| All | -13.3% | +87.2% | -100.5% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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