+45.4%
NU vs JOBY
-12.1%
+57.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.6% |
| 7D | -4.2% | -8.2% | +3.9% | -2.2% |
| 30D | +10.0% | -25.1% | +35.1% | +17.8% |
| 3M | +29.3% | -28.8% | +58.0% | +39.0% |
| 6M | +0.9% | -36.1% | +37.1% | +9.6% |
| YTD | -10.3% | -52.2% | +41.9% | +3.6% |
| 1Y | -3.2% | -52.4% | +49.3% | +9.3% |
| 3Y | +120.6% | -13.6% | +134.1% | +79.0% |
| All | +45.4% | -12.1% | +57.5% | -13.4% |
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