+105.8%
V vs JOBY
-42.9%
+148.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.8% | +9.2% | 0.0% |
| 7D | -0.4% | +0.8% | -1.1% | -0.5% |
| 30D | +6.3% | +7.9% | -1.6% | +5.7% |
| 3M | +17.2% | -32.9% | +50.1% | +19.8% |
| 6M | +29.2% | -49.1% | +78.3% | +33.8% |
| YTD | +20.8% | -59.5% | +80.3% | +26.3% |
| 1Y | +25.0% | -67.2% | +92.2% | +32.5% |
| 3Y | +75.3% | +2.9% | +72.4% | +61.6% |
| 5Y | +105.8% | -41.3% | +147.2% | +106.8% |
| All | +105.8% | -42.9% | +148.7% | +106.8% |
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