+27.2%
NEE vs JOBY
-41.4%
+68.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.4% | -0.2% |
| 7D | -1.3% | -5.2% | +3.9% | -1.1% |
| 30D | -3.3% | -19.7% | +16.4% | -2.4% |
| 3M | -2.3% | -31.7% | +29.5% | -0.7% |
| 6M | -8.9% | -37.5% | +28.7% | -7.4% |
| YTD | +4.8% | -51.6% | +56.4% | +7.6% |
| 1Y | +18.7% | -53.3% | +72.0% | +21.6% |
| 3Y | +33.2% | -12.2% | +45.5% | +25.9% |
| 5Y | +10.9% | -31.3% | +42.1% | -0.4% |
| All | +27.2% | -41.4% | +68.5% | +10.3% |
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