-28.0%
JOBY vs GEN
+22.3%
-50.3%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +0.8% |
| 7D | -5.2% | -1.3% | -3.9% | -4.6% |
| 30D | -19.7% | +6.1% | -25.8% | -22.3% |
| 3M | -31.7% | +27.0% | -58.7% | -40.1% |
| 6M | -37.5% | +43.9% | -81.4% | -49.1% |
| YTD | -51.6% | +13.0% | -64.6% | -55.4% |
| 1Y | -53.3% | +4.0% | -57.3% | -55.1% |
| 3Y | -12.2% | +66.2% | -78.4% | -33.6% |
| All | -28.0% | +22.3% | -50.3% | -38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling