+282.4%
TER vs JOBY
-41.4%
+323.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +2.3% |
| 7D | +6.4% | -5.2% | +11.5% | +7.6% |
| 30D | -5.7% | -19.7% | +14.0% | -1.0% |
| 3M | -0.4% | -31.7% | +31.3% | +8.2% |
| 6M | +25.8% | -37.5% | +63.4% | +39.1% |
| YTD | +96.4% | -51.6% | +148.0% | +127.0% |
| 1Y | +229.2% | -53.3% | +282.5% | +279.6% |
| 3Y | +288.1% | -12.2% | +300.3% | +261.2% |
| 5Y | +219.9% | -31.3% | +251.2% | +169.7% |
| All | +282.4% | -41.4% | +323.8% | +265.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling