+106.1%
SCHD vs JOBY
-41.4%
+147.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.3% |
| 7D | -2.0% | -5.2% | +3.2% | -1.7% |
| 30D | -0.4% | -19.7% | +19.3% | +0.7% |
| 3M | +5.7% | -31.7% | +37.5% | +7.6% |
| 6M | +11.9% | -37.5% | +49.4% | +14.0% |
| YTD | +26.4% | -51.6% | +78.0% | +30.3% |
| 1Y | +27.6% | -53.3% | +80.9% | +31.1% |
| 3Y | +54.9% | -12.2% | +67.2% | +47.8% |
| 5Y | +60.9% | -31.3% | +92.2% | +48.5% |
| All | +106.1% | -41.4% | +147.4% | +87.8% |
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