+36.5%
USB vs JOBY
-67.8%
+104.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.1% | -2.2% | +1.7% |
| 7D | +2.4% | -0.6% | +3.0% | +2.4% |
| 30D | +6.6% | -12.6% | +19.2% | +7.3% |
| 3M | -4.1% | -36.6% | +32.5% | -1.9% |
| 6M | +12.5% | -43.0% | +55.5% | +14.4% |
| YTD | +17.6% | -61.7% | +79.4% | +23.4% |
| 1Y | +36.5% | -65.8% | +102.3% | +44.2% |
| All | +36.5% | -67.8% | +104.3% | +44.2% |
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