-67.2%
JOBY vs OUST
+46.4%
-113.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -4.2% | -4.9% | -7.7% |
| 7D | +0.8% | +19.9% | -19.2% | -5.3% |
| 30D | +7.9% | +3.6% | +4.3% | +5.4% |
| 3M | -32.9% | -20.6% | -12.3% | -29.1% |
| 6M | -49.1% | +35.1% | -84.1% | -60.9% |
| YTD | -59.5% | +69.1% | -128.7% | -74.9% |
| 1Y | -67.2% | +49.9% | -117.2% | -77.9% |
| All | -67.2% | +46.4% | -113.6% | -77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 OUST 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