-39.1%
JOBY vs SPMO
+193.2%
-232.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.7% | +0.6% |
| 7D | -5.2% | -0.9% | -4.3% | -4.0% |
| 30D | -19.7% | -1.9% | -17.8% | -17.7% |
| 3M | -31.7% | -1.4% | -30.4% | -31.0% |
| 6M | -37.5% | +25.5% | -63.0% | -53.5% |
| YTD | -51.6% | +24.8% | -76.4% | -63.6% |
| 1Y | -53.3% | +24.5% | -77.8% | -64.3% |
| 3Y | -12.2% | +157.1% | -169.4% | -72.4% |
| 5Y | -31.3% | +149.5% | -180.8% | -77.0% |
| All | -39.1% | +193.2% | -232.4% | -82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 10y: compounded portfolio wealth divided by compounded SPMO 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…
10y analysis · Full analysis span regression · 6 months rolling