-2.1%
IGV vs JOBY
-48.4%
+46.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -1.9% |
| 7D | -4.5% | -3.4% | -1.1% | -4.0% |
| 30D | +3.2% | -13.6% | +16.8% | +5.6% |
| 3M | +4.5% | -39.5% | +44.0% | +12.3% |
| 6M | +22.1% | -31.9% | +54.0% | +27.8% |
| YTD | -1.0% | -48.9% | +47.9% | +7.0% |
| 1Y | -2.1% | -48.5% | +46.4% | +6.4% |
| All | -2.1% | -48.4% | +46.3% | +6.4% |
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