-7.0%
JOBY vs GLDM
+99.9%
-106.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -5.0% | -4.9% |
| 7D | -14.3% | -4.6% | -9.7% | -11.8% |
| 30D | +10.2% | -5.5% | +15.7% | +14.0% |
| 3M | -38.5% | -10.9% | -27.6% | -34.4% |
| 6M | -54.1% | -17.3% | -36.7% | -49.1% |
| YTD | -61.5% | -10.2% | -51.4% | -58.6% |
| 1Y | -65.7% | -6.9% | -58.7% | -63.5% |
| 3Y | -7.0% | +98.7% | -105.6% | -43.2% |
| All | -7.0% | +99.9% | -106.9% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 3y: compounded portfolio wealth divided by compounded GLDM 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…
3y analysis · Full analysis span regression · 6 months rolling