+96.2%
SMH vs JOBY
-48.4%
+144.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.5% | +3.1% |
| 7D | +2.5% | -3.4% | +6.0% | +3.5% |
| 30D | -0.5% | -13.6% | +13.1% | +3.3% |
| 3M | -9.6% | -39.5% | +29.9% | +2.1% |
| 6M | +42.1% | -31.9% | +73.9% | +55.2% |
| YTD | +57.4% | -48.9% | +106.4% | +78.3% |
| 1Y | +96.2% | -48.5% | +144.8% | +128.0% |
| All | +96.2% | -48.4% | +144.6% | +128.0% |
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