+74.6%
JOBY vs GEHC
+2.1%
+72.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.5% |
| 7D | -5.2% | -7.2% | +2.0% | -1.5% |
| 30D | -19.7% | -11.6% | -8.2% | -14.5% |
| 3M | -31.7% | -0.8% | -30.9% | -32.9% |
| 6M | -37.5% | -11.9% | -25.6% | -34.6% |
| YTD | -51.6% | -21.9% | -29.6% | -45.8% |
| 1Y | -53.3% | -17.8% | -35.4% | -49.6% |
| 3Y | -12.2% | -3.5% | -8.7% | -18.1% |
| All | +74.6% | +2.1% | +72.5% | +69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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