+31.3%
NFLX vs JOBY
-32.0%
+63.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.6% | +1.7% |
| 7D | -1.1% | -5.2% | +4.1% | -0.4% |
| 30D | +4.3% | -19.7% | +24.0% | +7.2% |
| 3M | -4.8% | -31.7% | +27.0% | -0.5% |
| 6M | -18.4% | -37.5% | +19.1% | -14.7% |
| YTD | -17.4% | -51.6% | +34.1% | -11.2% |
| 1Y | -35.7% | -53.3% | +17.6% | -31.4% |
| 3Y | +73.8% | -12.2% | +86.0% | +52.1% |
| All | +31.3% | -32.0% | +63.4% | -1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling