+42.0%
SOFI vs JOBY
-45.6%
+87.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.6% | +0.1% |
| 7D | -4.9% | -5.2% | +0.3% | -3.0% |
| 30D | -3.5% | -19.7% | +16.3% | +5.1% |
| 3M | +3.9% | -31.7% | +35.6% | +19.4% |
| 6M | -6.5% | -37.5% | +31.0% | +9.1% |
| YTD | -33.8% | -51.6% | +17.7% | -16.1% |
| 1Y | -33.3% | -53.3% | +20.0% | -15.5% |
| 3Y | +94.6% | -12.2% | +106.8% | +66.7% |
| 5Y | +13.3% | -31.3% | +44.6% | -13.1% |
| All | +42.0% | -45.6% | +87.6% | +12.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling