+163.9%
SLV vs JOBY
-37.2%
+201.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.2% | -0.9% |
| 7D | +2.5% | +2.2% | +0.3% | +2.3% |
| 30D | +3.3% | -20.8% | +24.1% | +5.0% |
| 3M | -3.6% | -29.5% | +25.9% | -1.4% |
| 6M | -21.8% | -28.4% | +6.6% | -20.2% |
| YTD | -7.8% | -48.2% | +40.3% | -4.5% |
| 1Y | +58.3% | -49.1% | +107.3% | +63.7% |
| 3Y | +182.6% | -6.3% | +188.9% | +177.8% |
| 5Y | +167.8% | -27.2% | +195.0% | +162.0% |
| All | +163.9% | -37.2% | +201.1% | +190.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling