+40.6%
NVDL vs JOBY
-48.4%
+89.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +2.3% |
| 7D | +11.7% | -3.4% | +15.1% | +13.0% |
| 30D | +7.8% | -13.6% | +21.4% | +12.7% |
| 3M | +3.3% | -39.5% | +42.8% | +20.4% |
| 6M | +38.9% | -31.9% | +70.7% | +54.0% |
| YTD | +28.5% | -48.9% | +77.4% | +46.4% |
| 1Y | +40.6% | -48.5% | +89.1% | +70.9% |
| All | +40.6% | -48.4% | +89.0% | +70.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling