+551.8%
LITE vs JOBY
-52.4%
+604.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.1% | +7.2% | +3.0% |
| 7D | +13.6% | -5.9% | +19.5% | +15.7% |
| 30D | +21.6% | -27.1% | +48.7% | +33.6% |
| 3M | +20.3% | -30.7% | +51.1% | +32.6% |
| 6M | +54.4% | -36.1% | +90.4% | +73.2% |
| YTD | +168.3% | -51.4% | +219.7% | +214.4% |
| 1Y | +551.8% | -52.2% | +604.0% | +695.9% |
| All | +551.8% | -52.4% | +604.2% | +695.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling