+1.9%
NOW vs JOBY
-53.4%
+55.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.9% | +6.4% | +2.3% |
| 7D | +0.3% | -14.3% | +14.6% | +2.4% |
| 30D | -27.0% | +10.2% | -37.1% | -28.2% |
| 3M | -19.6% | -38.5% | +18.9% | -14.3% |
| 6M | +17.5% | -54.1% | +71.5% | +29.7% |
| YTD | -33.3% | -61.5% | +28.3% | -25.2% |
| 1Y | -39.8% | -65.7% | +25.8% | -31.6% |
| 3Y | -19.9% | -7.0% | -13.0% | -29.8% |
| 5Y | -26.1% | -44.2% | +18.1% | -38.7% |
| All | +1.9% | -53.4% | +55.2% | -13.6% |
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 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