-48.5%
JOBY vs SYY
+1.0%
-49.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.8% |
| 7D | -3.4% | -2.3% | -1.1% | -3.3% |
| 30D | -13.6% | -4.9% | -8.6% | -13.3% |
| 3M | -39.5% | +8.4% | -47.9% | -40.9% |
| 6M | -31.9% | -7.4% | -24.5% | -31.0% |
| YTD | -48.9% | +11.0% | -59.9% | -51.0% |
| 1Y | -48.5% | -0.2% | -48.3% | -42.6% |
| All | -48.5% | +1.0% | -49.5% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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