-39.1%
JOBY vs SYY
+44.1%
-83.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.8% |
| 7D | -5.2% | +3.9% | -9.1% | -6.8% |
| 30D | -19.7% | -1.7% | -18.0% | -19.2% |
| 3M | -31.7% | +5.2% | -36.9% | -33.7% |
| 6M | -37.5% | -0.2% | -37.3% | -38.4% |
| YTD | -51.6% | +15.4% | -67.0% | -55.8% |
| 1Y | -53.3% | +5.6% | -58.9% | -55.4% |
| 3Y | -12.2% | +28.9% | -41.1% | -25.8% |
| 5Y | -31.3% | +24.1% | -55.4% | -39.8% |
| All | -39.1% | +44.1% | -83.2% | -46.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling