-53.3%
JOBY vs SM
+48.5%
-101.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.2% |
| 7D | -5.2% | +4.6% | -9.7% | -4.4% |
| 30D | -19.7% | +18.2% | -37.9% | -16.9% |
| 3M | -31.7% | +22.5% | -54.3% | -27.8% |
| 6M | -37.5% | +50.6% | -88.1% | -34.9% |
| YTD | -51.6% | +108.1% | -159.7% | -51.4% |
| 1Y | -53.3% | +46.0% | -99.3% | -55.8% |
| All | -53.3% | +48.5% | -101.8% | -55.8% |
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