-39.9%
JOBY vs OVV
+605.0%
-644.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.6% |
| 7D | -8.2% | -2.9% | -5.3% | -7.5% |
| 30D | -25.1% | +0.9% | -25.9% | -25.3% |
| 3M | -28.8% | +11.0% | -39.8% | -31.3% |
| 6M | -36.1% | +22.3% | -58.4% | -40.6% |
| YTD | -52.2% | +65.1% | -117.3% | -59.4% |
| 1Y | -52.4% | +53.1% | -105.5% | -58.9% |
| 3Y | -13.6% | +46.7% | -60.3% | -26.3% |
| 5Y | -32.2% | +155.5% | -187.6% | -49.4% |
| All | -39.9% | +605.0% | -644.9% | -59.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling