+96.1%
SHOP vs JOBY
-14.6%
+110.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.3% |
| 7D | -13.2% | -8.2% | -5.1% | -11.3% |
| 30D | -17.0% | -25.1% | +8.0% | -10.7% |
| 3M | +17.0% | -28.8% | +45.8% | +26.4% |
| 6M | -2.1% | -36.1% | +34.0% | +7.3% |
| YTD | -21.4% | -52.2% | +30.8% | -8.1% |
| 1Y | -11.0% | -52.4% | +41.4% | +2.1% |
| All | +96.1% | -14.6% | +110.7% | +61.7% |
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