-65.8%
JOBY vs GIS
-17.8%
-48.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.2% | -1.1% | +6.0% |
| 7D | -0.6% | +8.5% | -9.1% | +2.5% |
| 30D | -12.6% | +15.3% | -27.9% | -7.3% |
| 3M | -36.6% | +0.9% | -37.6% | -36.6% |
| 6M | -43.0% | +7.9% | -50.9% | -40.1% |
| YTD | -61.7% | -17.6% | -44.2% | -66.1% |
| 1Y | -65.8% | -17.4% | -48.4% | -69.6% |
| All | -65.8% | -17.8% | -48.0% | -69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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