-7.0%
JOBY vs SN
+440.0%
-447.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.8% | -7.7% | -6.2% |
| 7D | -14.3% | +1.5% | -15.9% | -14.9% |
| 30D | +10.2% | +21.5% | -11.3% | +0.8% |
| 3M | -38.5% | +20.0% | -58.5% | -43.7% |
| 6M | -54.1% | +119.9% | -174.0% | -68.9% |
| YTD | -61.5% | +102.3% | -163.8% | -73.3% |
| 1Y | -65.7% | +148.0% | -213.6% | -78.6% |
| 3Y | -7.0% | +450.0% | -457.0% | -70.1% |
| All | -7.0% | +440.0% | -447.0% | -70.1% |
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