+21.3%
SHW vs JOBY
-13.5%
+34.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.6% | +1.8% |
| 7D | -3.1% | -5.2% | +2.1% | -2.8% |
| 30D | -10.0% | -19.7% | +9.7% | -8.7% |
| 3M | +2.3% | -31.7% | +34.0% | +4.6% |
| 6M | +0.7% | -37.5% | +38.2% | +3.0% |
| YTD | +0.5% | -51.6% | +52.1% | +4.2% |
| 1Y | -11.5% | -53.3% | +41.8% | -8.8% |
| 3Y | +21.3% | -12.2% | +33.6% | +13.2% |
| All | +21.3% | -13.5% | +34.9% | +13.2% |
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