-2.7%
SMCI vs JOBY
-48.4%
+45.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.4% | +5.6% |
| 7D | +6.8% | -3.4% | +10.2% | +8.7% |
| 30D | +30.6% | -13.6% | +44.2% | +39.6% |
| 3M | -15.6% | -39.5% | +23.9% | +9.6% |
| 6M | +21.3% | -31.9% | +53.1% | +47.5% |
| YTD | +35.3% | -48.9% | +84.2% | +75.7% |
| 1Y | -2.7% | -48.5% | +45.8% | +35.4% |
| All | -2.7% | -48.4% | +45.6% | +35.4% |
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