+208.0%
TRV vs JOBY
-42.1%
+250.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.6% |
| 7D | -1.5% | -8.2% | +6.7% | -1.3% |
| 30D | -1.8% | -25.1% | +23.3% | -1.3% |
| 3M | +21.6% | -28.8% | +50.4% | +22.2% |
| 6M | +22.5% | -36.1% | +58.6% | +23.1% |
| YTD | +28.1% | -52.2% | +80.3% | +29.6% |
| 1Y | +37.0% | -52.4% | +89.4% | +38.3% |
| 3Y | +141.9% | -13.6% | +155.4% | +137.1% |
| 5Y | +158.5% | -32.2% | +190.7% | +151.8% |
| All | +208.0% | -42.1% | +250.1% | +198.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling