-11.8%
JOBY vs SYF
+160.5%
-172.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.6% | -4.5% | -5.0% |
| 7D | -5.9% | -1.3% | -4.5% | -5.0% |
| 30D | -27.1% | -1.1% | -26.1% | -26.7% |
| 3M | -30.7% | +7.4% | -38.1% | -34.7% |
| 6M | -36.1% | +16.2% | -52.3% | -43.1% |
| YTD | -51.4% | -6.1% | -45.2% | -49.9% |
| 1Y | -52.2% | +3.4% | -55.5% | -54.0% |
| All | -11.8% | +160.5% | -172.3% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 3y: compounded portfolio wealth divided by compounded SYF 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…
3y analysis · Full analysis span regression · 6 months rolling