+72.5%
SMR vs JOBY
-14.6%
+87.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.7% | -3.8% | -4.5% |
| 7D | +4.7% | -8.2% | +12.9% | +10.6% |
| 30D | +3.2% | -25.1% | +28.3% | +24.1% |
| 3M | +9.9% | -28.8% | +38.7% | +36.5% |
| 6M | -15.1% | -36.1% | +21.0% | +13.5% |
| YTD | -27.9% | -52.2% | +24.3% | +15.2% |
| 1Y | -70.2% | -52.4% | -17.8% | -51.0% |
| All | +72.5% | -14.6% | +87.1% | +67.3% |
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