-9.7%
IGV vs JOBY
-52.0%
+42.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.1% |
| 7D | -2.9% | -5.2% | +2.3% | -2.1% |
| 30D | -1.5% | -19.7% | +18.2% | +2.0% |
| 3M | +11.7% | -31.7% | +43.4% | +17.9% |
| 6M | +18.4% | -37.5% | +56.0% | +25.7% |
| YTD | -3.9% | -51.6% | +47.7% | +4.7% |
| 1Y | -9.7% | -53.3% | +43.6% | -0.7% |
| All | -9.7% | -52.0% | +42.3% | -0.7% |
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