+59.8%
ON vs JOBY
-32.0%
+91.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.3% | +7.2% | +8.2% |
| 7D | +2.4% | -5.2% | +7.6% | +3.6% |
| 30D | -8.6% | -19.7% | +11.1% | -3.8% |
| 3M | -34.3% | -31.7% | -2.6% | -28.3% |
| 6M | +28.5% | -37.5% | +66.1% | +42.4% |
| YTD | +40.6% | -51.6% | +92.2% | +63.3% |
| 1Y | +55.3% | -53.3% | +108.6% | +78.4% |
| 3Y | -22.2% | -12.2% | -10.0% | -32.7% |
| All | +59.8% | -32.0% | +91.8% | +21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling