+288.1%
TER vs JOBY
-13.5%
+301.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +2.2% |
| 7D | +6.4% | -5.2% | +11.5% | +7.8% |
| 30D | -5.7% | -19.7% | +14.0% | 0.0% |
| 3M | -0.4% | -31.7% | +31.3% | +9.9% |
| 6M | +25.8% | -37.5% | +63.4% | +41.6% |
| YTD | +96.4% | -51.6% | +148.0% | +131.8% |
| 1Y | +229.2% | -53.3% | +282.5% | +287.7% |
| 3Y | +288.1% | -12.2% | +300.3% | +257.2% |
| All | +288.1% | -13.5% | +301.7% | +257.2% |
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 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