+47.5%
TMUS vs JOBY
-32.0%
+79.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.3% | +1.7% | +2.9% |
| 7D | +0.4% | -5.2% | +5.6% | +0.5% |
| 30D | +3.5% | -19.7% | +23.3% | +3.9% |
| 3M | -1.3% | -31.7% | +30.4% | -0.7% |
| 6M | -13.6% | -37.5% | +23.9% | -13.0% |
| YTD | -8.8% | -51.6% | +42.8% | -7.6% |
| 1Y | -22.9% | -53.3% | +30.4% | -22.0% |
| 3Y | +36.7% | -12.2% | +48.9% | +31.5% |
| All | +47.5% | -32.0% | +79.5% | +41.5% |
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 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