-11.8%
JOBY vs SN
+368.4%
-380.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.3% | -2.8% | -4.6% |
| 7D | -5.9% | -3.4% | -2.5% | -4.3% |
| 30D | -27.1% | -9.1% | -18.1% | -24.0% |
| 3M | -30.7% | +31.8% | -62.5% | -39.8% |
| 6M | -36.1% | +52.0% | -88.1% | -48.7% |
| YTD | -51.4% | +51.3% | -102.7% | -61.2% |
| 1Y | -52.2% | +46.9% | -99.0% | -61.5% |
| All | -11.8% | +368.4% | -380.3% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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