+157.5%
QQQM vs JOBY
-41.4%
+198.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.4% |
| 3M | -0.1% | -31.7% | +31.6% | +4.2% |
| 6M | +18.0% | -37.5% | +55.5% | +23.6% |
| YTD | +16.7% | -51.6% | +68.3% | +25.2% |
| 1Y | +23.0% | -53.3% | +76.3% | +31.3% |
| 3Y | +93.3% | -12.2% | +105.6% | +79.7% |
| 5Y | +96.3% | -31.3% | +127.6% | +68.8% |
| All | +157.5% | -41.4% | +198.8% | +122.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling