-53.3%
JOBY vs STLA
-40.1%
-13.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.0% | +0.7% |
| 7D | -5.2% | -2.9% | -2.3% | -4.5% |
| 30D | -19.7% | +0.9% | -20.7% | -20.0% |
| 3M | -31.7% | -21.6% | -10.1% | -27.6% |
| 6M | -37.5% | -21.6% | -15.9% | -33.0% |
| YTD | -51.6% | -50.4% | -1.2% | -44.0% |
| 1Y | -53.3% | -43.6% | -9.7% | -51.1% |
| All | -53.3% | -40.1% | -13.2% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 1y: compounded portfolio wealth divided by compounded STLA 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…
1y analysis · Full analysis span regression · 6 months rolling