-65.8%
JOBY vs OVV
+75.2%
-140.9%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -5.6% | +9.7% | +2.4% |
| 7D | -0.6% | -12.1% | +11.5% | -4.2% |
| 30D | -12.6% | +2.9% | -15.5% | -11.6% |
| 3M | -36.6% | +3.7% | -40.3% | -35.6% |
| 6M | -43.0% | +0.6% | -43.6% | -41.5% |
| YTD | -61.7% | +62.5% | -124.2% | -59.9% |
| 1Y | -65.8% | +72.0% | -137.8% | -64.9% |
| All | -65.8% | +75.2% | -140.9% | -64.9% |
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