-52.3%
TEAM vs JOBY
-32.0%
-20.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.2% |
| 7D | -5.2% | -5.2% | 0.0% | -4.2% |
| 30D | +15.8% | -19.7% | +35.5% | +21.3% |
| 3M | +101.5% | -31.7% | +133.2% | +116.6% |
| 6M | +138.2% | -37.5% | +175.7% | +156.9% |
| YTD | +10.8% | -51.6% | +62.4% | +25.4% |
| 1Y | +1.7% | -53.3% | +55.0% | +13.4% |
| 3Y | -16.0% | -12.2% | -3.8% | -30.2% |
| All | -52.3% | -32.0% | -20.3% | -66.2% |
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