+18.7%
VZ vs JOBY
-38.2%
+56.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.9% |
| 7D | +0.1% | -3.4% | +3.5% | +0.1% |
| 30D | +7.9% | -13.6% | +21.5% | +7.9% |
| 3M | +13.6% | -39.5% | +53.1% | +13.8% |
| 6M | +1.1% | -31.9% | +32.9% | +1.1% |
| YTD | +29.3% | -48.9% | +78.2% | +29.5% |
| 1Y | +21.2% | -48.5% | +69.8% | +21.4% |
| 3Y | +75.9% | -8.0% | +83.9% | +73.7% |
| 5Y | +24.1% | -33.7% | +57.7% | +20.4% |
| All | +18.7% | -38.2% | +56.9% | +11.1% |
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 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