-65.8%
JOBY vs SIMO
+94.5%
-160.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -9.6% | +13.7% | +5.7% |
| 7D | -0.6% | -16.9% | +16.3% | +2.3% |
| 30D | -12.6% | -35.4% | +22.7% | -6.6% |
| 3M | -36.6% | -31.9% | -4.8% | -33.6% |
| 6M | -43.0% | -19.3% | -23.7% | -41.2% |
| YTD | -61.7% | +98.5% | -160.2% | -67.9% |
| 1Y | -65.8% | +100.5% | -166.3% | -71.8% |
| All | -65.8% | +94.5% | -160.3% | -71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 1y: compounded portfolio wealth divided by compounded SIMO 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…
1y analysis · Full analysis span regression · 6 months rolling