+11.5%
JOBY vs QQQI
+57.7%
-46.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | -0.4% |
| 7D | -5.2% | -0.3% | -4.8% | -4.6% |
| 30D | -19.7% | -0.3% | -19.4% | -19.2% |
| 3M | -31.7% | +1.3% | -33.1% | -32.7% |
| 6M | -37.5% | +11.5% | -49.0% | -46.5% |
| YTD | -51.6% | +11.3% | -62.9% | -58.2% |
| 1Y | -53.3% | +16.9% | -70.2% | -62.2% |
| All | +11.5% | +57.7% | -46.2% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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