-34.9%
JOBY vs GEN
+65.6%
-100.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.2% | +2.9% |
| 7D | +2.2% | -0.7% | +2.9% | +2.5% |
| 30D | -20.8% | +2.6% | -23.5% | -22.0% |
| 3M | -29.5% | +15.8% | -45.3% | -35.1% |
| 6M | -28.4% | +33.1% | -61.5% | -39.3% |
| YTD | -48.2% | +11.3% | -59.5% | -51.9% |
| 1Y | -49.1% | +1.7% | -50.7% | -50.5% |
| 3Y | -6.3% | +58.1% | -64.4% | -27.7% |
| 5Y | -27.2% | +20.6% | -47.9% | -38.8% |
| All | -34.9% | +65.6% | -100.4% | -51.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling