+59.6%
TXN vs JOBY
-32.0%
+91.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.3% | +2.5% | +3.7% |
| 7D | +4.0% | -5.2% | +9.2% | +4.6% |
| 30D | -2.9% | -19.7% | +16.9% | -0.2% |
| 3M | -9.1% | -31.7% | +22.6% | -5.0% |
| 6M | +36.6% | -37.5% | +74.2% | +43.5% |
| YTD | +57.5% | -51.6% | +109.1% | +69.3% |
| 1Y | +49.5% | -53.3% | +102.8% | +59.7% |
| 3Y | +76.5% | -12.2% | +88.8% | +61.7% |
| All | +59.6% | -32.0% | +91.6% | +34.8% |
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