+38.3%
IEMG vs JOBY
-48.4%
+86.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.5% | +2.0% |
| 7D | +2.2% | -3.4% | +5.7% | +2.9% |
| 30D | +4.6% | -13.6% | +18.2% | +7.1% |
| 3M | +0.4% | -39.5% | +39.9% | +8.3% |
| 6M | +16.4% | -31.9% | +48.2% | +22.8% |
| YTD | +25.4% | -48.9% | +74.4% | +34.8% |
| 1Y | +38.3% | -48.5% | +86.8% | +50.7% |
| All | +38.3% | -48.4% | +86.6% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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