-8.6%
NEE vs JOBY
-40.1%
+31.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.5% | -0.3% |
| 7D | -1.9% | -8.2% | +6.2% | -2.2% |
| 30D | -3.1% | -25.1% | +21.9% | -4.2% |
| 3M | -2.4% | -28.8% | +26.4% | -3.7% |
| 6M | -8.6% | -36.1% | +27.5% | -8.8% |
| All | -8.6% | -40.1% | +31.5% | -8.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling