-48.5%
JOBY vs SU
+71.8%
-120.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -2.2% |
| 7D | -3.4% | +3.6% | -7.0% | -2.1% |
| 30D | -13.6% | +7.9% | -21.5% | -10.9% |
| 3M | -39.5% | +3.5% | -43.0% | -37.6% |
| 6M | -31.9% | +19.0% | -50.8% | -32.5% |
| YTD | -48.9% | +55.0% | -103.9% | -51.6% |
| 1Y | -48.5% | +71.2% | -119.8% | -50.2% |
| All | -48.5% | +71.8% | -120.4% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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