+70.0%
SNPS vs JOBY
-41.4%
+111.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.1% |
| 7D | +0.9% | -5.2% | +6.1% | +1.6% |
| 30D | -3.6% | -19.7% | +16.1% | -0.7% |
| 3M | -12.9% | -31.7% | +18.8% | -8.7% |
| 6M | -8.2% | -37.5% | +29.3% | -3.3% |
| YTD | -15.4% | -51.6% | +36.2% | -8.2% |
| 1Y | -9.3% | -53.3% | +44.0% | -2.0% |
| 3Y | -14.0% | -12.2% | -1.7% | -19.7% |
| 5Y | +19.5% | -31.3% | +50.8% | +3.1% |
| All | +70.0% | -41.4% | +111.3% | +53.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling