-39.1%
JOBY vs SU
+562.4%
-601.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -5.2% | +2.2% | -7.4% | -5.7% |
| 30D | -19.7% | +8.4% | -28.2% | -21.2% |
| 3M | -31.7% | +12.1% | -43.8% | -33.9% |
| 6M | -37.5% | +19.7% | -57.2% | -41.3% |
| YTD | -51.6% | +58.4% | -110.0% | -58.2% |
| 1Y | -53.3% | +67.2% | -120.5% | -60.3% |
| 3Y | -12.2% | +125.0% | -137.3% | -32.8% |
| 5Y | -31.3% | +355.1% | -386.4% | -55.5% |
| All | -39.1% | +562.4% | -601.6% | -61.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling