+98.3%
USB vs JOBY
-7.3%
+105.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | 0.0% |
| 7D | +1.4% | -3.4% | +4.9% | +1.8% |
| 30D | -1.3% | -13.6% | +12.3% | +0.1% |
| 3M | +15.2% | -39.5% | +54.7% | +20.9% |
| 6M | +18.8% | -31.9% | +50.7% | +22.1% |
| YTD | +21.0% | -48.9% | +70.0% | +28.0% |
| 1Y | +34.0% | -48.5% | +82.6% | +40.1% |
| All | +98.3% | -7.3% | +105.5% | +75.1% |
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