-65.8%
JOBY vs SMTC
+70.8%
-136.6%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -12.9% | +17.0% | +8.0% |
| 7D | -0.6% | -24.5% | +23.9% | +7.8% |
| 30D | -12.6% | -42.5% | +29.8% | +3.0% |
| 3M | -36.6% | -14.1% | -22.5% | -38.0% |
| 6M | -43.0% | +3.6% | -46.6% | -48.8% |
| YTD | -61.7% | +50.6% | -112.3% | -72.6% |
| 1Y | -65.8% | +72.2% | -138.0% | -77.9% |
| All | -65.8% | +70.8% | -136.6% | -77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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