+632.4%
GEV vs JOBY
+18.8%
+613.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +3.4% |
| 7D | +1.6% | -5.2% | +6.8% | +2.7% |
| 30D | -7.9% | -19.7% | +11.8% | -4.0% |
| 3M | +5.6% | -31.7% | +37.4% | +12.9% |
| 6M | +13.1% | -37.5% | +50.6% | +21.6% |
| YTD | +46.7% | -51.6% | +98.3% | +63.6% |
| 1Y | +51.3% | -53.3% | +104.6% | +67.9% |
| All | +632.4% | +18.8% | +613.7% | +602.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling