-48.5%
JOBY vs GFI
+45.3%
-93.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.2% |
| 7D | -3.4% | +3.1% | -6.6% | -4.8% |
| 30D | -13.6% | +27.1% | -40.7% | -22.3% |
| 3M | -39.5% | +21.2% | -60.7% | -44.8% |
| 6M | -31.9% | -4.5% | -27.3% | -32.6% |
| YTD | -48.9% | +11.7% | -60.7% | -52.8% |
| 1Y | -48.5% | +46.0% | -94.6% | -60.9% |
| All | -48.5% | +45.3% | -93.8% | -60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 1y: compounded portfolio wealth divided by compounded GFI 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…
1y analysis · Full analysis span regression · 6 months rolling