-73.1%
SMR vs JOBY
-48.4%
-24.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | +1.3% |
| 7D | +4.4% | -3.4% | +7.9% | +7.9% |
| 30D | +3.4% | -13.6% | +17.0% | +17.4% |
| 3M | -19.2% | -39.5% | +20.3% | +28.8% |
| 6M | -22.6% | -31.9% | +9.2% | +8.5% |
| YTD | -31.5% | -48.9% | +17.4% | +25.8% |
| 1Y | -73.1% | -48.5% | -24.5% | -54.9% |
| All | -73.1% | -48.4% | -24.7% | -54.9% |
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 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