+1.5%
SMR vs JOBY
+24.5%
-23.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.7% | -3.8% | -4.8% |
| 7D | +4.7% | -8.2% | +12.9% | +8.8% |
| 30D | +3.2% | -25.1% | +28.3% | +17.6% |
| 3M | +9.9% | -28.8% | +38.7% | +28.5% |
| 6M | -15.1% | -36.1% | +21.0% | +5.0% |
| YTD | -27.9% | -52.2% | +24.3% | +1.0% |
| 1Y | -70.2% | -52.4% | -17.8% | -57.2% |
| 3Y | +72.5% | -13.6% | +86.0% | +89.5% |
| All | +1.5% | +24.5% | -23.0% | +5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling