+2,490.2%
NVDL vs JOBY
+64.7%
+2,425.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.4% | -0.5% |
| 7D | -10.3% | -5.2% | -5.1% | -9.0% |
| 30D | -7.1% | -19.7% | +12.6% | -1.0% |
| 3M | +6.6% | -31.7% | +38.3% | +18.1% |
| 6M | +21.1% | -37.5% | +58.6% | +36.9% |
| YTD | +15.2% | -51.6% | +66.8% | +37.5% |
| 1Y | +18.8% | -53.3% | +72.1% | +39.7% |
| 3Y | +649.9% | -12.2% | +662.1% | +585.5% |
| All | +2,490.2% | +64.7% | +2,425.5% | +1,176.9% |
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