-12.2%
JOBY vs SNY
-9.6%
-2.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | -5.2% | -3.3% | -1.9% | -4.8% |
| 30D | -19.7% | -2.2% | -17.6% | -19.5% |
| 3M | -31.7% | -3.0% | -28.7% | -31.6% |
| 6M | -37.5% | +2.7% | -40.3% | -38.1% |
| YTD | -51.6% | -6.8% | -44.7% | -51.2% |
| 1Y | -53.3% | -5.3% | -48.0% | -53.2% |
| 3Y | -12.2% | -9.8% | -2.4% | -15.0% |
| All | -12.2% | -9.6% | -2.6% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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