-65.8%
JOBY vs VALE
+3.0%
-68.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.1% | 0.0% | +1.6% |
| 7D | -0.6% | -0.3% | -0.2% | -0.5% |
| 30D | -12.6% | -19.2% | +6.6% | +0.2% |
| 3M | -36.6% | -20.7% | -15.9% | -26.9% |
| 6M | -43.0% | -25.8% | -17.2% | -30.4% |
| YTD | -61.7% | -9.8% | -52.0% | -62.6% |
| 1Y | -65.8% | +3.7% | -69.5% | -73.2% |
| All | -65.8% | +3.0% | -68.8% | -73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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