+30.8%
XLV vs JOBY
-13.5%
+44.3%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.4% | -0.2% |
| 7D | -3.6% | -5.2% | +1.6% | -3.4% |
| 30D | -1.8% | -19.7% | +17.9% | -1.2% |
| 3M | +7.8% | -31.7% | +39.5% | +9.0% |
| 6M | +9.1% | -37.5% | +46.6% | +10.4% |
| YTD | +7.7% | -51.6% | +59.3% | +9.8% |
| 1Y | +20.4% | -53.3% | +73.7% | +22.4% |
| 3Y | +30.8% | -12.2% | +43.0% | +26.5% |
| All | +30.8% | -13.5% | +44.3% | +26.5% |
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