+1.7%
TEAM vs JOBY
-52.0%
+53.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | 0.0% |
| 7D | -5.2% | -5.2% | 0.0% | -4.8% |
| 30D | +15.8% | -19.7% | +35.5% | +18.2% |
| 3M | +101.5% | -31.7% | +133.2% | +108.9% |
| 6M | +138.2% | -37.5% | +175.7% | +147.5% |
| YTD | +10.8% | -51.6% | +62.4% | +18.2% |
| 1Y | +1.7% | -53.3% | +55.0% | +9.3% |
| All | +1.7% | -52.0% | +53.6% | +9.3% |
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