+43.4%
SMH vs JOBY
-67.8%
+111.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.1% | -6.9% | -4.1% |
| 7D | -11.2% | -0.6% | -10.6% | -11.0% |
| 30D | -20.4% | -12.6% | -7.8% | -16.9% |
| 3M | -12.4% | -36.6% | +24.2% | +1.3% |
| 6M | -0.5% | -43.0% | +42.5% | +19.0% |
| YTD | +40.0% | -61.7% | +101.8% | +78.6% |
| 1Y | +43.4% | -65.8% | +109.2% | +87.0% |
| All | +43.4% | -67.8% | +111.2% | +87.0% |
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