+109.5%
V vs JOBY
-53.4%
+162.9%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.9% | +6.2% | +1.6% |
| 7D | +0.9% | -14.3% | +15.3% | +1.8% |
| 30D | +9.0% | +10.2% | -1.2% | +8.2% |
| 3M | +16.7% | -38.5% | +55.2% | +19.7% |
| 6M | +33.4% | -54.1% | +87.5% | +38.7% |
| YTD | +22.4% | -61.5% | +83.9% | +27.9% |
| 1Y | +27.7% | -65.7% | +93.3% | +34.3% |
| 3Y | +78.0% | -7.0% | +84.9% | +67.2% |
| 5Y | +108.5% | -44.2% | +152.7% | +91.9% |
| All | +109.5% | -53.4% | +162.9% | +86.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling