+116.0%
SLV vs JOBY
-3.8%
+119.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.9% | +2.7% | -1.6% |
| 7D | -5.8% | -14.3% | +8.5% | -4.0% |
| 30D | -12.1% | +10.2% | -22.3% | -13.2% |
| 3M | -24.1% | -38.5% | +14.4% | -19.8% |
| 6M | -44.4% | -54.1% | +9.7% | -39.6% |
| YTD | -31.5% | -61.5% | +30.0% | -25.3% |
| 1Y | -6.9% | -65.7% | +58.7% | +1.9% |
| 3Y | +116.0% | -7.0% | +123.0% | +115.5% |
| All | +116.0% | -3.8% | +119.8% | +115.5% |
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