+92.9%
QQQ vs JOBY
-13.5%
+106.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.7% |
| 7D | -0.6% | -5.2% | +4.6% | 0.0% |
| 30D | -1.2% | -19.7% | +18.5% | +1.2% |
| 3M | -0.2% | -31.7% | +31.5% | +3.7% |
| 6M | +17.9% | -37.5% | +55.5% | +23.1% |
| YTD | +16.6% | -51.6% | +68.2% | +24.2% |
| 1Y | +23.0% | -53.3% | +76.3% | +30.4% |
| 3Y | +92.9% | -12.2% | +105.2% | +86.7% |
| All | +92.9% | -13.5% | +106.5% | +86.7% |
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