+282.9%
SMH vs JOBY
-13.5%
+296.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +1.2% |
| 3M | -6.7% | -31.7% | +25.0% | -0.4% |
| 6M | +41.8% | -37.5% | +79.3% | +53.0% |
| YTD | +57.9% | -51.6% | +109.5% | +75.7% |
| 1Y | +87.6% | -53.3% | +140.9% | +107.6% |
| 3Y | +282.9% | -12.2% | +295.2% | +269.6% |
| All | +282.9% | -13.5% | +296.5% | +269.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling