-23.6%
JOBY vs SN
+496.6%
-520.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.1% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | -20.8% | -5.6% | -15.2% | -19.2% |
| 3M | -29.5% | +48.1% | -77.5% | -39.9% |
| 6M | -28.4% | +57.6% | -86.0% | -40.8% |
| YTD | -48.2% | +56.5% | -104.7% | -57.2% |
| 1Y | -49.1% | +52.6% | -101.6% | -57.8% |
| 3Y | -6.3% | +412.0% | -418.3% | -40.7% |
| All | -23.6% | +496.6% | -520.2% | -52.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling