+145.0%
TRV vs JOBY
-13.5%
+158.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +2.1% |
| 7D | +1.9% | -5.2% | +7.1% | +2.0% |
| 30D | +1.7% | -19.7% | +21.4% | +1.9% |
| 3M | +23.9% | -31.7% | +55.6% | +24.5% |
| 6M | +26.3% | -37.5% | +63.8% | +26.8% |
| YTD | +30.8% | -51.6% | +82.4% | +32.1% |
| 1Y | +36.3% | -53.3% | +89.6% | +37.5% |
| 3Y | +145.0% | -12.2% | +157.2% | +141.9% |
| All | +145.0% | -13.5% | +158.5% | +141.9% |
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 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