-12.7%
NVO vs JOBY
-65.4%
+52.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.0% | -9.4% | -5.1% |
| 7D | +3.0% | +4.3% | -1.4% | +2.3% |
| 30D | +7.4% | -8.3% | +15.7% | +8.5% |
| 3M | -8.3% | -32.1% | +23.7% | -3.2% |
| 6M | -9.0% | -38.9% | +29.9% | -4.9% |
| YTD | -16.8% | -59.8% | +43.0% | -5.7% |
| 1Y | -12.7% | -64.7% | +52.0% | -0.5% |
| All | -12.7% | -65.4% | +52.7% | -0.5% |
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