-7.9%
SHW vs JOBY
-48.4%
+40.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +0.5% |
| 7D | -3.2% | -3.4% | +0.2% | -3.1% |
| 30D | -9.5% | -13.6% | +4.1% | -9.0% |
| 3M | +11.5% | -39.5% | +51.0% | +13.0% |
| 6M | -3.5% | -31.9% | +28.3% | -3.3% |
| YTD | +3.7% | -48.9% | +52.7% | +4.3% |
| 1Y | -7.9% | -48.5% | +40.6% | -9.4% |
| All | -7.9% | -48.4% | +40.5% | -9.4% |
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