-12.2%
JOBY vs SOUN
+172.2%
-184.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | -5.2% | -7.1% | +1.9% | -3.1% |
| 30D | -19.7% | -15.4% | -4.3% | -15.8% |
| 3M | -31.7% | -10.6% | -21.2% | -29.5% |
| 6M | -37.5% | -19.6% | -17.9% | -34.4% |
| YTD | -51.6% | -37.2% | -14.4% | -45.4% |
| 1Y | -53.3% | -57.1% | +3.8% | -41.6% |
| 3Y | -12.2% | +178.2% | -190.4% | -42.4% |
| All | -12.2% | +172.2% | -184.4% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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