-27.2%
JOBY vs SUI
-32.1%
+4.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +2.4% |
| 7D | +2.2% | -3.1% | +5.4% | +4.3% |
| 30D | -20.8% | -2.3% | -18.5% | -19.8% |
| 3M | -29.5% | -2.8% | -26.7% | -29.6% |
| 6M | -28.4% | -12.4% | -16.0% | -23.2% |
| YTD | -48.2% | -3.3% | -44.9% | -48.5% |
| 1Y | -49.1% | -5.8% | -43.3% | -48.5% |
| 3Y | -6.3% | +12.5% | -18.8% | -20.4% |
| 5Y | -27.2% | -32.9% | +5.6% | -15.2% |
| All | -27.2% | -32.1% | +4.9% | -15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling