-28.0%
JOBY vs GH
+20.8%
-48.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.7% |
| 7D | -5.2% | -2.5% | -2.7% | -4.3% |
| 30D | -19.7% | -4.7% | -15.0% | -18.5% |
| 3M | -31.7% | +20.2% | -52.0% | -37.2% |
| 6M | -37.5% | +78.8% | -116.3% | -51.3% |
| YTD | -51.6% | +54.1% | -105.7% | -60.2% |
| 1Y | -53.3% | +177.1% | -230.4% | -70.4% |
| 3Y | -12.2% | +371.6% | -383.8% | -59.6% |
| All | -28.0% | +20.8% | -48.8% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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