-48.5%
JOBY vs SUI
-2.0%
-46.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -2.0% |
| 7D | -3.4% | -2.8% | -0.6% | -4.2% |
| 30D | -13.6% | -1.2% | -12.4% | -13.8% |
| 3M | -39.5% | -1.7% | -37.8% | -40.0% |
| 6M | -31.9% | -10.5% | -21.4% | -30.7% |
| YTD | -48.9% | -1.8% | -47.1% | -48.7% |
| 1Y | -48.5% | -4.1% | -44.5% | -47.4% |
| All | -48.5% | -2.0% | -46.5% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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