+69.7%
V vs JOBY
-32.5%
+102.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.1% | +5.8% | 0.0% |
| 7D | -2.9% | -5.9% | +3.0% | -2.6% |
| 30D | +1.9% | -27.1% | +29.0% | +3.8% |
| 3M | +13.2% | -30.7% | +44.0% | +15.5% |
| 6M | +16.7% | -36.1% | +52.8% | +19.0% |
| YTD | +5.4% | -51.4% | +56.7% | +9.2% |
| 1Y | +7.7% | -52.2% | +59.8% | +10.9% |
| 3Y | +52.0% | -12.1% | +64.0% | +43.1% |
| All | +69.7% | -32.5% | +102.1% | +57.4% |
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