+132.3%
META vs JOBY
-45.7%
+178.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.2% | +4.2% | +0.5% |
| 7D | +3.3% | +22.1% | -18.8% | +0.7% |
| 30D | -10.8% | +8.8% | -19.6% | -11.9% |
| 3M | +7.9% | -32.8% | +40.7% | +12.7% |
| 6M | +5.4% | -45.5% | +50.9% | +12.2% |
| YTD | -2.6% | -55.2% | +52.6% | +4.8% |
| 1Y | +1.9% | -62.5% | +64.3% | +11.8% |
| 3Y | +97.0% | +14.1% | +82.9% | +72.2% |
| 5Y | +97.6% | -35.9% | +133.6% | +64.0% |
| All | +132.3% | -45.7% | +178.0% | +93.1% |
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