-49.1%
JOBY vs OUST
+34.0%
-83.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.9% | -1.4% | +0.4% |
| 7D | +2.2% | +12.7% | -10.5% | -2.1% |
| 30D | -20.8% | -13.6% | -7.2% | -17.5% |
| 3M | -29.5% | -8.3% | -21.2% | -32.4% |
| 6M | -28.4% | +85.0% | -113.3% | -53.3% |
| YTD | -48.2% | +73.2% | -121.4% | -65.8% |
| 1Y | -49.1% | +32.5% | -81.5% | -61.2% |
| All | -49.1% | +34.0% | -83.1% | -61.2% |
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