-49.1%
JOBY vs SUI
-3.2%
-45.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.7% | -8.4% | -8.8% |
| 7D | +0.8% | -3.8% | +4.6% | +2.9% |
| 30D | +7.9% | +3.9% | +3.9% | +4.9% |
| 3M | -32.9% | +0.2% | -33.1% | -33.6% |
| 6M | -49.1% | -4.2% | -44.9% | -49.1% |
| YTD | -59.5% | -2.5% | -57.0% | -60.2% |
| 1Y | -67.2% | -4.0% | -63.2% | -67.5% |
| 3Y | +2.9% | +16.5% | -13.6% | -12.9% |
| 5Y | -41.3% | -27.2% | -14.1% | -35.1% |
| All | -49.1% | -3.2% | -45.9% | -48.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling