+75.7%
V vs JOBY
+1.1%
+74.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.8% | +9.2% | -0.3% |
| 7D | -0.4% | +0.8% | -1.1% | -0.4% |
| 30D | +6.3% | +7.9% | -1.6% | +6.0% |
| 3M | +17.2% | -32.9% | +50.1% | +18.6% |
| 6M | +29.2% | -49.1% | +78.3% | +31.8% |
| YTD | +20.8% | -59.5% | +80.3% | +24.1% |
| 1Y | +25.0% | -67.2% | +92.2% | +29.6% |
| All | +75.7% | +1.1% | +74.6% | +71.1% |
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