+95.7%
QQQ vs JOBY
-32.0%
+127.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.7% |
| 7D | -0.6% | -5.2% | +4.6% | +0.1% |
| 30D | -1.2% | -19.7% | +18.5% | +1.6% |
| 3M | -0.2% | -31.7% | +31.5% | +4.4% |
| 6M | +17.9% | -37.5% | +55.5% | +24.0% |
| YTD | +16.6% | -51.6% | +68.2% | +25.7% |
| 1Y | +23.0% | -53.3% | +76.3% | +31.8% |
| 3Y | +92.9% | -12.2% | +105.2% | +77.8% |
| All | +95.7% | -32.0% | +127.8% | +62.1% |
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