+61.9%
LIN vs JOBY
-34.8%
+96.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.9% |
| 7D | -2.1% | -3.4% | +1.3% | -1.9% |
| 30D | -2.4% | -13.6% | +11.2% | -1.7% |
| 3M | -5.6% | -39.5% | +33.9% | -3.4% |
| 6M | -3.4% | -31.9% | +28.5% | -2.1% |
| YTD | +13.1% | -48.9% | +62.0% | +16.2% |
| 1Y | +2.5% | -48.5% | +51.0% | +4.6% |
| 3Y | +27.6% | -8.0% | +35.7% | +20.7% |
| All | +61.9% | -34.8% | +96.7% | +46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling