+691.2%
GE vs JOBY
-37.2%
+728.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.1% | -0.8% |
| 7D | +1.2% | +2.2% | -1.1% | +0.9% |
| 30D | -9.5% | -20.8% | +11.3% | -7.3% |
| 3M | +4.1% | -29.5% | +33.6% | +7.5% |
| 6M | +3.9% | -28.4% | +32.3% | +6.5% |
| YTD | +9.0% | -48.2% | +57.2% | +14.9% |
| 1Y | +21.9% | -49.1% | +71.0% | +27.8% |
| 3Y | +281.8% | -6.3% | +288.1% | +257.4% |
| 5Y | +436.7% | -27.2% | +464.0% | +376.7% |
| All | +691.2% | -37.2% | +728.4% | +594.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling