+123.2%
META vs JOBY
-38.2%
+161.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.2% |
| 7D | +6.7% | -3.4% | +10.1% | +7.1% |
| 30D | +4.8% | -13.6% | +18.3% | +6.5% |
| 3M | -1.6% | -39.5% | +37.9% | +3.9% |
| 6M | -7.5% | -31.9% | +24.4% | -4.2% |
| YTD | -6.4% | -48.9% | +42.5% | -0.5% |
| 1Y | -17.3% | -48.5% | +31.2% | -13.2% |
| 3Y | +109.9% | -8.0% | +118.0% | +90.6% |
| 5Y | +65.4% | -33.7% | +99.0% | +36.1% |
| All | +123.2% | -38.2% | +161.4% | +83.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling