+57.7%
GEV vs JOBY
-48.4%
+106.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.5% |
| 7D | +3.3% | -3.4% | +6.7% | +4.1% |
| 30D | -7.5% | -13.6% | +6.1% | -4.6% |
| 3M | -2.2% | -39.5% | +37.3% | +7.9% |
| 6M | +12.1% | -31.9% | +43.9% | +19.7% |
| YTD | +44.4% | -48.9% | +93.3% | +60.7% |
| 1Y | +57.7% | -48.5% | +106.2% | +83.0% |
| All | +57.7% | -48.4% | +106.0% | +83.0% |
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