+59.2%
TQQQ vs JOBY
-48.4%
+107.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.3% |
| 7D | +0.7% | -3.4% | +4.2% | +2.4% |
| 30D | -0.6% | -13.6% | +12.9% | +5.8% |
| 3M | -14.9% | -39.5% | +24.6% | +5.5% |
| 6M | +44.6% | -31.9% | +76.4% | +69.8% |
| YTD | +37.8% | -48.9% | +86.8% | +72.7% |
| 1Y | +59.2% | -48.5% | +107.7% | +105.3% |
| All | +59.2% | -48.4% | +107.6% | +105.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling