+38.3%
LIN vs JOBY
+10.4%
+27.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.2% | -3.2% | +0.9% |
| 7D | +0.1% | +28.5% | -28.4% | -0.4% |
| 30D | +7.6% | +13.6% | -6.0% | +7.2% |
| 3M | +6.5% | -28.5% | +35.0% | +7.3% |
| 6M | +6.2% | -43.1% | +49.3% | +7.5% |
| YTD | +23.2% | -53.2% | +76.4% | +25.2% |
| 1Y | +25.4% | -58.5% | +83.9% | +27.8% |
| 3Y | +38.3% | +16.6% | +21.7% | +35.0% |
| All | +38.3% | +10.4% | +27.9% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 3y: compounded portfolio wealth divided by compounded JOBY 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…
3y analysis · Full analysis span regression · 6 months rolling