+96.5%
STM vs JOBY
-67.8%
+164.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +4.1% | -10.2% | -7.6% |
| 7D | -6.0% | -0.6% | -5.4% | -5.9% |
| 30D | -20.9% | -12.6% | -8.3% | -17.0% |
| 3M | -15.8% | -36.6% | +20.9% | -0.6% |
| 6M | -17.0% | -43.0% | +26.0% | +2.5% |
| YTD | +76.8% | -61.7% | +138.5% | +137.9% |
| 1Y | +96.5% | -65.8% | +162.3% | +168.0% |
| All | +96.5% | -67.8% | +164.3% | +168.0% |
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