+61.6%
NFLX vs JOBY
-41.1%
+102.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.1% | +5.2% | -0.2% |
| 7D | -8.1% | -5.9% | -2.2% | -7.4% |
| 30D | -0.3% | -27.1% | +26.8% | +3.5% |
| 3M | -6.6% | -30.7% | +24.1% | -2.9% |
| 6M | -22.7% | -36.1% | +13.4% | -19.5% |
| YTD | -18.9% | -51.4% | +32.5% | -13.2% |
| 1Y | -39.8% | -52.2% | +12.3% | -36.2% |
| 3Y | +71.7% | -12.1% | +83.8% | +52.3% |
| 5Y | +27.2% | -31.1% | +58.4% | +1.2% |
| All | +61.6% | -41.1% | +102.7% | +18.9% |
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