-41.3%
JOBY vs OVV
+101.5%
-142.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +2.2% | -11.4% | -9.7% |
| 7D | +0.8% | +6.5% | -5.8% | -0.9% |
| 30D | +7.9% | -2.7% | +10.5% | +8.1% |
| 3M | -32.9% | +3.1% | -36.1% | -34.1% |
| 6M | -49.1% | +12.8% | -61.9% | -51.7% |
| YTD | -59.5% | +68.1% | -127.7% | -66.7% |
| 1Y | -67.2% | +73.6% | -140.9% | -73.5% |
| 3Y | +2.9% | +57.6% | -54.7% | -16.7% |
| 5Y | -41.3% | +104.5% | -145.9% | -55.1% |
| All | -41.3% | +101.5% | -142.8% | -55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling