+2.8%
GLD vs JOBY
-67.8%
+70.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.1% | -0.4% | +3.1% |
| 7D | -0.3% | -0.6% | +0.3% | -0.2% |
| 30D | -1.9% | -12.6% | +10.8% | -0.1% |
| 3M | -0.4% | -36.6% | +36.2% | +5.7% |
| 6M | -10.2% | -43.0% | +32.8% | -4.0% |
| YTD | -6.0% | -61.7% | +55.7% | +3.8% |
| 1Y | +2.8% | -65.8% | +68.6% | +14.3% |
| All | +2.8% | -67.8% | +70.6% | +14.3% |
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