+30.6%
NOW vs JOBY
-41.1%
+71.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.1% | +3.8% | -1.4% |
| 7D | -4.1% | -5.9% | +1.8% | -3.3% |
| 30D | +2.9% | -27.1% | +30.0% | +7.6% |
| 3M | +22.6% | -30.7% | +53.3% | +28.3% |
| 6M | +7.5% | -36.1% | +43.6% | +13.0% |
| YTD | -14.4% | -51.4% | +37.0% | -6.9% |
| 1Y | -29.8% | -52.2% | +22.4% | -24.5% |
| 3Y | +9.2% | -12.1% | +21.3% | -2.4% |
| 5Y | +0.8% | -31.1% | +31.9% | -18.8% |
| All | +30.6% | -41.1% | +71.7% | +7.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling