+37.3%
GS vs JOBY
-52.4%
+89.7%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.4% | +0.5% |
| 7D | +2.4% | -5.9% | +8.3% | +3.6% |
| 30D | -0.1% | -27.1% | +27.1% | +6.2% |
| 3M | +0.2% | -30.7% | +30.9% | +6.5% |
| 6M | +24.8% | -36.1% | +60.9% | +33.4% |
| YTD | +18.8% | -51.4% | +70.1% | +31.4% |
| 1Y | +37.3% | -52.2% | +89.5% | +54.0% |
| All | +37.3% | -52.4% | +89.7% | +54.0% |
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