+30.7%
NOW vs JOBY
-42.1%
+72.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.8% | +0.3% |
| 7D | -9.9% | -8.2% | -1.8% | -8.8% |
| 30D | +2.8% | -25.1% | +27.9% | +7.1% |
| 3M | +23.7% | -28.8% | +52.5% | +28.9% |
| 6M | +12.5% | -36.1% | +48.6% | +18.2% |
| YTD | -14.4% | -52.2% | +37.8% | -6.6% |
| 1Y | -29.0% | -52.4% | +23.4% | -23.6% |
| 3Y | +9.3% | -13.6% | +22.9% | -2.1% |
| 5Y | +1.2% | -32.2% | +33.4% | -18.2% |
| All | +30.7% | -42.1% | +72.8% | +8.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling