-2.1%
TLT vs JOBY
-14.6%
+12.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.6% | -1.1% |
| 7D | -1.6% | -8.2% | +6.6% | -1.4% |
| 30D | -1.3% | -25.1% | +23.7% | -0.8% |
| 3M | -3.7% | -28.8% | +25.1% | -3.1% |
| 6M | -6.4% | -36.1% | +29.8% | -5.7% |
| YTD | -4.5% | -52.2% | +47.7% | -3.4% |
| 1Y | -5.9% | -52.4% | +46.6% | -5.0% |
| All | -2.1% | -14.6% | +12.5% | -5.5% |
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