+51.4%
JOBY vs NXT
+173.5%
-122.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.6% | +0.7% |
| 7D | -5.2% | -1.9% | -3.3% | -4.6% |
| 30D | -19.7% | -20.0% | +0.3% | -14.6% |
| 3M | -31.7% | -30.7% | -1.0% | -24.7% |
| 6M | -37.5% | -29.0% | -8.6% | -32.3% |
| YTD | -51.6% | -4.8% | -46.7% | -51.6% |
| 1Y | -53.3% | +22.8% | -76.1% | -55.8% |
| 3Y | -12.2% | +93.9% | -106.2% | -31.6% |
| All | +51.4% | +173.5% | -122.1% | +2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling