+1,009.8%
LITE vs JOBY
-30.0%
+1,039.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.5% | +9.6% | +10.7% |
| 7D | +12.6% | +2.2% | +10.4% | +12.0% |
| 30D | +9.9% | -20.8% | +30.8% | +15.5% |
| 3M | +9.3% | -29.5% | +38.8% | +17.8% |
| 6M | +75.2% | -28.4% | +103.6% | +86.4% |
| YTD | +165.5% | -48.2% | +213.7% | +198.7% |
| 1Y | +555.0% | -49.1% | +604.0% | +633.3% |
| 3Y | +1,870.5% | -6.3% | +1,876.8% | +1,674.7% |
| 5Y | +1,009.8% | -27.2% | +1,037.1% | +791.8% |
| All | +1,009.8% | -30.0% | +1,039.8% | +791.8% |
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