-16.1%
TEAM vs JOBY
-14.6%
-1.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.3% |
| 7D | -7.8% | -8.2% | +0.4% | -6.6% |
| 30D | +16.5% | -25.1% | +41.6% | +21.9% |
| 3M | +96.2% | -28.8% | +124.9% | +105.6% |
| 6M | +130.2% | -36.1% | +166.3% | +142.8% |
| YTD | +10.7% | -52.2% | +62.9% | +22.0% |
| 1Y | +3.0% | -52.4% | +55.4% | +11.5% |
| All | -16.1% | -14.6% | -1.5% | -21.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling