-9.1%
T vs JOBY
-48.4%
+39.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | -0.1% | -2.1% |
| 7D | -1.3% | -3.4% | +2.2% | -1.6% |
| 30D | +11.4% | -13.6% | +25.0% | +10.1% |
| 3M | +14.3% | -39.5% | +53.8% | +10.5% |
| 6M | -9.3% | -31.9% | +22.6% | -10.9% |
| YTD | +7.1% | -48.9% | +56.0% | +3.7% |
| 1Y | -9.1% | -48.5% | +39.5% | -12.4% |
| All | -9.1% | -48.4% | +39.3% | -12.4% |
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