+505.6%
SMH vs JOBY
-41.4%
+547.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.2% |
| 7D | +0.3% | -5.2% | +5.5% | +1.2% |
| 30D | -2.8% | -19.7% | +16.9% | +1.0% |
| 3M | -6.7% | -31.7% | +25.0% | -0.5% |
| 6M | +41.8% | -37.5% | +79.3% | +52.8% |
| YTD | +57.9% | -51.6% | +109.5% | +76.0% |
| 1Y | +87.6% | -53.3% | +140.9% | +107.8% |
| 3Y | +282.9% | -12.2% | +295.2% | +252.5% |
| 5Y | +330.4% | -31.3% | +361.7% | +260.7% |
| All | +505.6% | -41.4% | +547.0% | +436.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling