+36.3%
TRV vs JOBY
-52.0%
+88.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +2.1% |
| 7D | +1.9% | -5.2% | +7.1% | +1.8% |
| 30D | +1.7% | -19.7% | +21.4% | +1.0% |
| 3M | +23.9% | -31.7% | +55.6% | +22.9% |
| 6M | +26.3% | -37.5% | +63.8% | +24.8% |
| YTD | +30.8% | -51.6% | +82.4% | +29.7% |
| 1Y | +36.3% | -53.3% | +89.6% | +34.9% |
| All | +36.3% | -52.0% | +88.3% | +34.9% |
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