+98.1%
NU vs JOBY
-13.5%
+111.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -3.9% | -2.8% |
| 7D | -4.9% | -5.2% | +0.3% | -4.2% |
| 30D | +7.8% | -19.7% | +27.5% | +11.2% |
| 3M | +20.9% | -31.7% | +52.7% | +27.0% |
| 6M | +0.9% | -37.5% | +38.4% | +6.3% |
| YTD | -12.7% | -51.6% | +38.9% | -5.2% |
| 1Y | -6.4% | -53.3% | +46.9% | +1.0% |
| 3Y | +98.1% | -12.2% | +110.3% | +94.6% |
| All | +98.1% | -13.5% | +111.6% | +94.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling