+21.1%
NEE vs JOBY
-48.4%
+69.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.1% | -0.8% |
| 7D | +1.9% | -3.4% | +5.4% | +1.9% |
| 30D | -2.2% | -13.6% | +11.4% | -2.2% |
| 3M | -1.2% | -39.5% | +38.3% | -1.2% |
| 6M | -8.6% | -31.9% | +23.3% | -8.5% |
| YTD | +6.2% | -48.9% | +55.1% | +7.2% |
| 1Y | +21.1% | -48.5% | +69.7% | +27.1% |
| All | +21.1% | -48.4% | +69.5% | +27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling