-28.9%
JOBY vs GRMN
+74.2%
-103.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -8.2% | -1.8% | -6.4% | -7.1% |
| 30D | -25.1% | -12.1% | -13.0% | -19.0% |
| 3M | -28.8% | +18.0% | -46.8% | -37.4% |
| 6M | -36.1% | +13.7% | -49.9% | -42.4% |
| YTD | -52.2% | +35.3% | -87.5% | -61.9% |
| 1Y | -52.4% | +17.2% | -69.7% | -58.8% |
| 3Y | -13.6% | +179.6% | -193.2% | -65.4% |
| All | -28.9% | +74.2% | -103.2% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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