-12.2%
JOBY vs SAN
+352.3%
-364.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.0% | -0.1% |
| 7D | -5.2% | +0.2% | -5.4% | -5.3% |
| 30D | -19.7% | +0.9% | -20.7% | -20.2% |
| 3M | -31.7% | +19.1% | -50.8% | -38.2% |
| 6M | -37.5% | +33.2% | -70.7% | -46.5% |
| YTD | -51.6% | +29.1% | -80.7% | -58.4% |
| 1Y | -53.3% | +50.2% | -103.5% | -63.0% |
| 3Y | -12.2% | +351.0% | -363.3% | -60.6% |
| All | -12.2% | +352.3% | -364.5% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 3y: compounded portfolio wealth divided by compounded SAN 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…
3y analysis · Full analysis span regression · 6 months rolling