-53.3%
JOBY vs SYY
+6.6%
-59.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.2% |
| 7D | -5.2% | +3.9% | -9.1% | -5.3% |
| 30D | -19.7% | -1.7% | -18.0% | -19.6% |
| 3M | -31.7% | +5.2% | -36.9% | -32.4% |
| 6M | -37.5% | -0.2% | -37.3% | -37.6% |
| YTD | -51.6% | +15.4% | -67.0% | -53.5% |
| 1Y | -53.3% | +5.6% | -58.9% | -48.6% |
| All | -53.3% | +6.6% | -59.9% | -48.6% |
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