-11.8%
JOBY vs GEN
+57.6%
-69.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.2% | -6.0% | -6.1% |
| 7D | -5.9% | -2.9% | -3.0% | -4.5% |
| 30D | -27.1% | +2.1% | -29.2% | -28.0% |
| 3M | -30.7% | +19.7% | -50.5% | -37.4% |
| 6M | -36.1% | +33.3% | -69.3% | -46.1% |
| YTD | -51.4% | +11.1% | -62.5% | -54.8% |
| 1Y | -52.2% | +3.0% | -55.2% | -53.8% |
| All | -11.8% | +57.6% | -69.5% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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