+322.4%
NET vs JOBY
-20.1%
+342.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.1% | -6.7% | -3.3% |
| 7D | -16.4% | -0.6% | -15.8% | -16.2% |
| 30D | -25.8% | -12.6% | -13.2% | -24.1% |
| 3M | -11.5% | -36.6% | +25.1% | -4.1% |
| 6M | +18.9% | -43.0% | +61.9% | +29.0% |
| YTD | +35.2% | -61.7% | +97.0% | +56.6% |
| 1Y | +14.5% | -65.8% | +80.2% | +35.1% |
| All | +322.4% | -20.1% | +342.5% | +294.0% |
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