-51.6%
JOBY vs OVV
+58.7%
-110.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.4% | -6.6% | -6.0% |
| 7D | -5.9% | -3.8% | -2.1% | -6.7% |
| 30D | -27.1% | +1.3% | -28.4% | -26.8% |
| 3M | -30.7% | +14.3% | -45.1% | -28.3% |
| 6M | -36.1% | +21.1% | -57.2% | -35.1% |
| YTD | -51.4% | +66.0% | -117.4% | -50.4% |
| All | -51.6% | +58.7% | -110.3% | -52.8% |
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