+22.0%
VZ vs JOBY
-52.4%
+74.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.1% | +4.8% | -1.6% |
| 7D | -1.0% | -5.9% | +4.9% | -1.2% |
| 30D | +5.8% | -27.1% | +32.9% | +4.4% |
| 3M | +10.5% | -30.7% | +41.2% | +9.3% |
| 6M | +1.8% | -36.1% | +37.8% | +0.6% |
| YTD | +28.3% | -51.4% | +79.6% | +26.7% |
| 1Y | +22.0% | -52.2% | +74.1% | +24.1% |
| All | +22.0% | -52.4% | +74.3% | +24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling