+20.0%
GE vs JOBY
-48.4%
+68.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.4% |
| 7D | -1.6% | -3.4% | +1.8% | -1.1% |
| 30D | -11.6% | -13.6% | +2.0% | -10.0% |
| 3M | +3.0% | -39.5% | +42.5% | +9.7% |
| 6M | -0.5% | -31.9% | +31.3% | +2.9% |
| YTD | +9.7% | -48.9% | +58.7% | +16.4% |
| 1Y | +20.0% | -48.5% | +68.6% | +26.0% |
| All | +20.0% | -48.4% | +68.4% | +26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling