+122.0%
META vs JOBY
-37.2%
+159.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.7% |
| 7D | +6.0% | +2.2% | +3.8% | +5.8% |
| 30D | +3.6% | -20.8% | +24.4% | +6.5% |
| 3M | +4.9% | -29.5% | +34.4% | +8.8% |
| 6M | -4.7% | -28.4% | +23.7% | -2.0% |
| YTD | -6.9% | -48.2% | +41.3% | -1.2% |
| 1Y | -18.2% | -49.1% | +30.9% | -13.9% |
| 3Y | +107.8% | -6.3% | +114.1% | +88.2% |
| 5Y | +63.9% | -27.2% | +91.1% | +34.2% |
| All | +122.0% | -37.2% | +159.2% | +82.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling