-51.6%
JOBY vs SUI
-2.3%
-49.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.9% | -5.8% | -5.4% |
| 7D | -14.3% | -1.5% | -12.9% | -13.6% |
| 30D | +10.2% | +3.7% | +6.4% | +7.3% |
| 3M | -38.5% | -0.4% | -38.1% | -38.9% |
| 6M | -54.1% | -2.8% | -51.3% | -54.5% |
| YTD | -61.5% | -1.6% | -59.9% | -62.3% |
| 1Y | -65.7% | -2.1% | -63.6% | -66.3% |
| 3Y | -7.0% | +18.5% | -25.4% | -22.0% |
| 5Y | -44.2% | -26.5% | -17.7% | -38.6% |
| All | -51.6% | -2.3% | -49.3% | -51.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling