+41.5%
NU vs JOBY
-11.0%
+52.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -3.9% | -3.0% |
| 7D | -4.9% | -5.2% | +0.3% | -3.7% |
| 30D | +7.8% | -19.7% | +27.5% | +13.6% |
| 3M | +20.9% | -31.7% | +52.7% | +31.3% |
| 6M | +0.9% | -37.5% | +38.4% | +10.2% |
| YTD | -12.7% | -51.6% | +38.9% | +0.5% |
| 1Y | -6.4% | -53.3% | +46.9% | +6.2% |
| 3Y | +98.1% | -12.2% | +110.3% | +60.1% |
| All | +41.5% | -11.0% | +52.5% | -16.0% |
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 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