+11.0%
GS vs JOBY
-67.3%
+78.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -9.2% | +7.8% | +0.6% |
| 7D | +5.1% | +0.8% | +4.4% | +4.7% |
| 30D | +2.4% | +7.9% | -5.4% | +0.1% |
| 3M | -11.5% | -32.9% | +21.4% | -3.3% |
| 6M | -2.5% | -49.1% | +46.6% | +11.8% |
| YTD | +5.5% | -59.5% | +65.0% | +25.3% |
| 1Y | +11.0% | -67.2% | +78.3% | +39.7% |
| All | +11.0% | -67.3% | +78.3% | +39.7% |
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