-66.5%
U vs JOBY
-32.0%
-34.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.3% | +3.2% | +4.0% |
| 7D | +5.5% | -5.2% | +10.7% | +7.7% |
| 30D | -1.3% | -19.7% | +18.4% | +7.5% |
| 3M | +64.6% | -31.7% | +96.3% | +89.2% |
| 6M | +119.4% | -37.5% | +156.9% | +155.5% |
| YTD | -0.5% | -51.6% | +51.1% | +27.1% |
| 1Y | +1.3% | -53.3% | +54.6% | +27.3% |
| 3Y | +15.6% | -12.2% | +27.8% | -6.6% |
| All | -66.5% | -32.0% | -34.5% | -78.9% |
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 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