+19.5%
SNPS vs JOBY
-33.6%
+53.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.3% |
| 7D | -4.6% | -8.2% | +3.6% | -3.4% |
| 30D | -3.3% | -25.1% | +21.7% | +0.7% |
| 3M | -13.8% | -28.8% | +15.0% | -10.0% |
| 6M | -8.2% | -36.1% | +27.9% | -3.4% |
| YTD | -15.4% | -52.2% | +36.8% | -7.7% |
| 1Y | +2.4% | -52.4% | +54.8% | +10.8% |
| 3Y | -13.5% | -13.6% | +0.1% | -19.6% |
| 5Y | +19.5% | -32.2% | +51.6% | +0.1% |
| All | +19.5% | -33.6% | +53.1% | +0.1% |
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 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