+68.3%
T vs JOBY
-33.6%
+101.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +1.6% |
| 7D | -2.4% | -8.2% | +5.7% | -2.4% |
| 30D | +4.3% | -25.1% | +29.3% | +4.5% |
| 3M | +11.6% | -28.8% | +40.3% | +11.9% |
| 6M | -5.6% | -36.1% | +30.6% | -5.3% |
| YTD | +6.6% | -52.2% | +58.8% | +7.4% |
| 1Y | -8.4% | -52.4% | +44.0% | -7.9% |
| 3Y | +107.8% | -13.6% | +121.4% | +100.8% |
| 5Y | +68.3% | -32.2% | +100.4% | +55.7% |
| All | +68.3% | -33.6% | +101.9% | +55.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling