+99.4%
XBI vs JOBY
-13.5%
+112.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.6% |
| 7D | -4.6% | -5.2% | +0.5% | -4.0% |
| 30D | -2.0% | -19.7% | +17.7% | +0.9% |
| 3M | +17.8% | -31.7% | +49.5% | +23.4% |
| 6M | +23.7% | -37.5% | +61.3% | +30.2% |
| YTD | +28.2% | -51.6% | +79.8% | +38.5% |
| 1Y | +64.0% | -53.3% | +117.3% | +75.7% |
| 3Y | +99.4% | -12.2% | +111.6% | +74.9% |
| All | +99.4% | -13.5% | +112.9% | +74.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling