-64.0%
JOBY vs SUI
-3.0%
-61.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -1.0% |
| 7D | +16.4% | -2.4% | +18.9% | +15.4% |
| 30D | +14.4% | +3.3% | +11.1% | +15.8% |
| 3M | -30.2% | +0.7% | -30.8% | -30.0% |
| 6M | -45.3% | -4.1% | -41.1% | -45.6% |
| YTD | -55.5% | -1.8% | -53.6% | -54.2% |
| 1Y | -64.0% | -4.1% | -60.0% | -62.2% |
| All | -64.0% | -3.0% | -61.0% | -62.2% |
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