-29.6%
JOBY vs GD
+97.9%
-127.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -0.8% |
| 7D | -3.4% | -5.3% | +1.8% | -0.1% |
| 30D | -13.6% | -6.4% | -7.2% | -9.9% |
| 3M | -39.5% | +5.7% | -45.2% | -42.0% |
| 6M | -31.9% | -0.9% | -30.9% | -31.8% |
| YTD | -48.9% | +8.2% | -57.1% | -51.6% |
| 1Y | -48.5% | +13.4% | -62.0% | -52.4% |
| 3Y | -8.0% | +68.5% | -76.5% | -34.0% |
| All | -29.6% | +97.9% | -127.5% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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