-28.3%
ON vs JOBY
-14.6%
-13.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.7% |
| 7D | -4.7% | -8.2% | +3.4% | -2.9% |
| 30D | -13.5% | -25.1% | +11.6% | -7.7% |
| 3M | -36.3% | -28.8% | -7.5% | -31.3% |
| 6M | +17.8% | -36.1% | +53.9% | +29.3% |
| YTD | +29.6% | -52.2% | +81.8% | +49.4% |
| 1Y | +45.8% | -52.4% | +98.2% | +65.3% |
| All | -28.3% | -14.6% | -13.7% | -36.7% |
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