+211.9%
TER vs JOBY
-33.6%
+245.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -3.1% |
| 7D | +9.4% | -8.2% | +17.5% | +11.5% |
| 30D | -2.4% | -25.1% | +22.6% | +4.3% |
| 3M | +6.5% | -28.8% | +35.3% | +15.3% |
| 6M | +23.2% | -36.1% | +59.3% | +36.4% |
| YTD | +91.5% | -52.2% | +143.7% | +123.9% |
| 1Y | +214.8% | -52.4% | +267.2% | +264.7% |
| 3Y | +275.3% | -13.6% | +288.9% | +247.3% |
| 5Y | +211.9% | -32.2% | +244.1% | +147.1% |
| All | +211.9% | -33.6% | +245.6% | +147.1% |
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 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