+185.8%
GS vs JOBY
-6.2%
+192.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +11.9% | -12.2% | -2.1% |
| 7D | -3.2% | +21.0% | -24.2% | -6.1% |
| 30D | -2.4% | +3.1% | -5.5% | -3.2% |
| 3M | -15.7% | -27.9% | +12.2% | -11.9% |
| 6M | -6.8% | -43.6% | +36.9% | +0.2% |
| YTD | -0.1% | -55.1% | +55.0% | +9.7% |
| 1Y | +12.1% | -58.6% | +70.7% | +24.0% |
| 3Y | +185.8% | -0.5% | +186.3% | +167.6% |
| All | +185.8% | -6.2% | +192.0% | +167.6% |
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