+1,668.5%
LITE vs JOBY
-6.0%
+1,674.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.9% | +5.9% | +4.5% |
| 7D | -1.5% | -3.4% | +1.9% | -0.6% |
| 30D | +6.7% | -13.6% | +20.2% | +10.4% |
| 3M | -6.8% | -39.5% | +32.7% | +5.9% |
| 6M | +29.4% | -31.9% | +61.3% | +41.1% |
| YTD | +139.1% | -48.9% | +188.0% | +175.8% |
| 1Y | +521.0% | -48.5% | +569.5% | +606.4% |
| All | +1,668.5% | -6.0% | +1,674.5% | +1,328.3% |
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