-48.5%
JOBY vs OVV
+61.5%
-110.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.1% | -2.3% |
| 7D | -3.4% | +0.3% | -3.7% | -3.4% |
| 30D | -13.6% | +11.7% | -25.3% | -11.2% |
| 3M | -39.5% | +9.8% | -49.3% | -37.6% |
| 6M | -31.9% | +26.6% | -58.4% | -30.6% |
| YTD | -48.9% | +67.0% | -116.0% | -47.3% |
| 1Y | -48.5% | +55.9% | -104.5% | -49.0% |
| All | -48.5% | +61.5% | -110.1% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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