+2.4%
NOW vs JOBY
-46.1%
+48.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.7% | +3.8% | +3.3% |
| 7D | -5.6% | +16.4% | -22.0% | -7.8% |
| 30D | -26.8% | +14.4% | -41.2% | -28.4% |
| 3M | -19.4% | -30.2% | +10.7% | -15.5% |
| 6M | +12.3% | -45.3% | +57.6% | +21.0% |
| YTD | -32.9% | -55.5% | +22.5% | -26.3% |
| 1Y | -40.3% | -64.0% | +23.7% | -32.5% |
| 3Y | -19.1% | +13.3% | -32.4% | -31.1% |
| 5Y | -24.4% | -36.7% | +12.3% | -38.5% |
| All | +2.4% | -46.1% | +48.4% | -14.9% |
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