+226.7%
GDX vs JOBY
-33.6%
+260.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.7% | -3.3% |
| 7D | -5.4% | -8.2% | +2.8% | -4.6% |
| 30D | +6.6% | -25.1% | +31.6% | +9.5% |
| 3M | +30.1% | -28.8% | +58.9% | +34.0% |
| 6M | -7.1% | -36.1% | +29.0% | -3.6% |
| YTD | +12.0% | -52.2% | +64.2% | +18.4% |
| 1Y | +41.2% | -52.4% | +93.6% | +49.0% |
| 3Y | +251.0% | -13.6% | +264.5% | +243.3% |
| 5Y | +226.7% | -32.2% | +258.9% | +209.4% |
| All | +226.7% | -33.6% | +260.4% | +209.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling