-39.9%
JOBY vs SYY
+42.5%
-82.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.1% |
| 7D | -8.2% | +1.5% | -9.7% | -8.8% |
| 30D | -25.1% | -2.3% | -22.7% | -24.4% |
| 3M | -28.8% | +5.5% | -34.3% | -30.9% |
| 6M | -36.1% | -1.0% | -35.2% | -36.9% |
| YTD | -52.2% | +14.1% | -66.3% | -56.2% |
| 1Y | -52.4% | +5.6% | -58.0% | -54.6% |
| 3Y | -13.6% | +27.9% | -41.4% | -26.8% |
| 5Y | -32.2% | +22.7% | -54.9% | -40.3% |
| All | -39.9% | +42.5% | -82.4% | -47.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling