+98.8%
STM vs JOBY
-56.0%
+154.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.1% |
| 7D | -1.1% | -8.2% | +7.1% | +1.4% |
| 30D | -7.8% | -25.1% | +17.2% | +0.3% |
| 3M | -28.2% | -28.8% | +0.6% | -21.1% |
| 6M | +52.0% | -36.1% | +88.1% | +71.0% |
| YTD | +96.4% | -52.2% | +148.6% | +130.0% |
| 1Y | +98.8% | -52.4% | +151.2% | +138.6% |
| All | +98.8% | -56.0% | +154.9% | +138.6% |
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