+58.2%
IGV vs JOBY
-41.1%
+99.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.1% | +5.3% | +0.1% |
| 7D | -1.5% | -5.9% | +4.3% | -0.7% |
| 30D | -3.0% | -27.1% | +24.1% | +1.4% |
| 3M | +9.6% | -30.7% | +40.3% | +14.9% |
| 6M | +16.1% | -36.1% | +52.2% | +22.2% |
| YTD | -3.6% | -51.4% | +47.7% | +4.8% |
| 1Y | -7.8% | -52.2% | +44.3% | -0.7% |
| 3Y | +40.0% | -12.1% | +52.0% | +28.1% |
| 5Y | +21.2% | -31.1% | +52.3% | +1.9% |
| All | +58.2% | -41.1% | +99.3% | +33.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling