-11.2%
SHOP vs JOBY
-52.0%
+40.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.5% | +1.5% |
| 7D | -11.2% | -5.2% | -6.0% | -10.2% |
| 30D | -14.4% | -19.7% | +5.3% | -10.3% |
| 3M | +16.6% | -31.7% | +48.3% | +25.5% |
| 6M | -0.6% | -37.5% | +37.0% | +8.0% |
| YTD | -20.0% | -51.6% | +31.6% | -9.4% |
| 1Y | -11.2% | -53.3% | +42.1% | +5.1% |
| All | -11.2% | -52.0% | +40.8% | +5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling