-35.8%
JOBY vs OVV
+613.3%
-649.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.1% | -1.5% |
| 7D | -3.4% | +0.3% | -3.7% | -3.5% |
| 30D | -13.6% | +11.7% | -25.3% | -16.0% |
| 3M | -39.5% | +9.8% | -49.3% | -41.3% |
| 6M | -31.9% | +26.6% | -58.4% | -37.2% |
| YTD | -48.9% | +67.0% | -116.0% | -56.7% |
| 1Y | -48.5% | +55.9% | -104.5% | -55.8% |
| 3Y | -8.0% | +45.5% | -53.5% | -21.5% |
| 5Y | -33.7% | +157.3% | -191.0% | -50.6% |
| All | -35.8% | +613.3% | -649.2% | -56.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling