-65.8%
JOBY vs SM
+70.4%
-136.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -15.3% | +19.4% | +0.3% |
| 7D | -0.6% | -21.5% | +20.9% | -5.9% |
| 30D | -12.6% | -11.4% | -1.2% | -14.7% |
| 3M | -36.6% | +0.6% | -37.3% | -35.7% |
| 6M | -43.0% | +0.2% | -43.2% | -40.7% |
| YTD | -61.7% | +69.7% | -131.4% | -62.1% |
| 1Y | -65.8% | +71.6% | -137.4% | -66.4% |
| All | -65.8% | +70.4% | -136.2% | -66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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