+220.4%
GDXJ vs JOBY
-32.0%
+252.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.9% |
| 7D | -2.8% | -5.2% | +2.4% | -2.2% |
| 30D | +5.0% | -19.7% | +24.7% | +7.7% |
| 3M | +24.1% | -31.7% | +55.8% | +29.4% |
| 6M | -7.4% | -37.5% | +30.2% | -2.6% |
| YTD | +10.2% | -51.6% | +61.8% | +18.4% |
| 1Y | +42.5% | -53.3% | +95.8% | +53.0% |
| 3Y | +285.7% | -12.2% | +297.9% | +271.8% |
| All | +220.4% | -32.0% | +252.4% | +197.4% |
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