-31.1%
JOBY vs OVV
+162.0%
-193.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.4% | -6.6% | -6.3% |
| 7D | -5.9% | -3.8% | -2.1% | -4.9% |
| 30D | -27.1% | +1.3% | -28.4% | -27.4% |
| 3M | -30.7% | +14.3% | -45.1% | -33.9% |
| 6M | -36.1% | +21.1% | -57.2% | -40.8% |
| YTD | -51.4% | +66.0% | -117.4% | -59.4% |
| 1Y | -52.2% | +59.3% | -111.4% | -59.8% |
| 3Y | -12.1% | +47.6% | -59.6% | -26.5% |
| 5Y | -31.1% | +162.0% | -193.1% | -43.1% |
| All | -31.1% | +162.0% | -193.1% | -43.1% |
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