+1,022.8%
NBIS vs JOBY
+14.1%
+1,008.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.8% | -2.1% |
| 7D | -0.8% | -5.2% | +4.4% | +1.5% |
| 30D | -13.4% | -19.7% | +6.4% | -5.0% |
| 3M | +1.0% | -31.7% | +32.8% | +18.0% |
| 6M | +100.5% | -37.5% | +138.0% | +140.0% |
| YTD | +168.3% | -51.6% | +219.9% | +254.6% |
| 1Y | +151.8% | -53.3% | +205.1% | +233.4% |
| All | +1,022.8% | +14.1% | +1,008.6% | +959.3% |
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 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