+376.1%
GLW vs JOBY
-33.6%
+409.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.5% | -2.9% |
| 7D | +11.7% | -8.2% | +19.9% | +13.0% |
| 30D | +2.7% | -25.1% | +27.7% | +6.7% |
| 3M | -2.8% | -28.8% | +26.0% | +1.6% |
| 6M | +20.2% | -36.1% | +56.3% | +27.1% |
| YTD | +87.3% | -52.2% | +139.5% | +103.5% |
| 1Y | +119.6% | -52.4% | +172.0% | +137.5% |
| 3Y | +453.7% | -13.6% | +467.2% | +433.6% |
| 5Y | +376.1% | -32.2% | +408.2% | +340.5% |
| All | +376.1% | -33.6% | +409.7% | +340.5% |
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