+1,172.1%
LITE vs JOBY
-6.2%
+1,178.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +11.9% | -6.2% | +2.4% |
| 7D | -35.9% | +21.0% | -57.0% | -39.5% |
| 30D | -51.5% | +3.1% | -54.7% | -52.1% |
| 3M | -35.7% | -27.9% | -7.8% | -30.4% |
| 6M | -43.0% | -43.6% | +0.7% | -34.4% |
| YTD | +46.1% | -55.1% | +101.2% | +73.7% |
| 1Y | +124.7% | -58.6% | +183.3% | +174.2% |
| 3Y | +1,172.1% | -0.5% | +1,172.6% | +964.0% |
| All | +1,172.1% | -6.2% | +1,178.2% | +964.0% |
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