+409.4%
GE vs JOBY
-32.0%
+441.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.4% | -0.3% |
| 7D | -4.0% | -5.2% | +1.2% | -3.4% |
| 30D | -11.4% | -19.7% | +8.3% | -9.2% |
| 3M | -2.6% | -31.7% | +29.1% | +1.2% |
| 6M | -0.3% | -37.5% | +37.2% | +4.0% |
| YTD | +5.4% | -51.6% | +56.9% | +12.4% |
| 1Y | +15.5% | -53.3% | +68.8% | +22.8% |
| 3Y | +260.8% | -12.2% | +273.0% | +237.1% |
| All | +409.4% | -32.0% | +441.4% | +357.1% |
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