+511.8%
SMH vs JOBY
-41.1%
+552.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.1% | +6.2% | +1.2% |
| 7D | +4.3% | -5.9% | +10.2% | +5.4% |
| 30D | +0.9% | -27.1% | +28.0% | +6.6% |
| 3M | -2.8% | -30.7% | +27.9% | +3.4% |
| 6M | +45.6% | -36.1% | +81.7% | +56.3% |
| YTD | +59.5% | -51.4% | +110.8% | +77.6% |
| 1Y | +93.4% | -52.2% | +145.6% | +113.4% |
| 3Y | +287.1% | -12.1% | +299.2% | +256.2% |
| 5Y | +338.0% | -31.1% | +369.2% | +266.8% |
| All | +511.8% | -41.1% | +552.9% | +440.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling