-23.8%
SPOT vs JOBY
-52.0%
+28.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.7% |
| 7D | -3.1% | -5.2% | +2.1% | -2.8% |
| 30D | +7.4% | -19.7% | +27.1% | +8.8% |
| 3M | +8.2% | -31.7% | +39.9% | +10.8% |
| 6M | +2.2% | -37.5% | +39.7% | +4.9% |
| YTD | -9.5% | -51.6% | +42.1% | -6.2% |
| 1Y | -23.8% | -53.3% | +29.5% | -20.8% |
| All | -23.8% | -52.0% | +28.1% | -20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling