+54.1%
SO vs JOBY
-3.8%
+57.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.9% | +6.1% | +1.2% |
| 7D | +1.4% | -14.3% | +15.7% | +1.2% |
| 30D | +4.7% | +10.2% | -5.5% | +4.9% |
| 3M | +1.7% | -38.5% | +40.2% | +1.3% |
| 6M | +2.2% | -54.1% | +56.2% | +1.7% |
| YTD | +10.0% | -61.5% | +71.5% | +9.6% |
| 1Y | +6.0% | -65.7% | +71.7% | +5.7% |
| 3Y | +54.1% | -7.0% | +61.1% | +51.3% |
| All | +54.1% | -3.8% | +57.9% | +51.3% |
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