+57.8%
IGV vs JOBY
-41.4%
+99.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.1% |
| 7D | -2.9% | -5.2% | +2.3% | -2.2% |
| 30D | -1.5% | -19.7% | +18.2% | +1.6% |
| 3M | +11.7% | -31.7% | +43.4% | +17.4% |
| 6M | +18.4% | -37.5% | +56.0% | +25.0% |
| YTD | -3.9% | -51.6% | +47.7% | +4.6% |
| 1Y | -9.7% | -53.3% | +43.6% | -2.3% |
| 3Y | +38.4% | -12.2% | +50.7% | +26.7% |
| 5Y | +21.6% | -31.3% | +52.9% | +2.3% |
| All | +57.8% | -41.4% | +99.1% | +33.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling