-7.0%
INTU vs JOBY
-41.4%
+34.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.5% | +2.7% |
| 7D | -3.3% | -5.2% | +1.8% | -2.8% |
| 30D | -3.9% | -19.7% | +15.8% | -1.6% |
| 3M | +16.6% | -31.7% | +48.4% | +21.0% |
| 6M | -26.4% | -37.5% | +11.1% | -23.6% |
| YTD | -51.0% | -51.6% | +0.6% | -47.7% |
| 1Y | -50.8% | -53.3% | +2.5% | -47.9% |
| 3Y | -40.1% | -12.2% | -27.8% | -46.2% |
| 5Y | -41.2% | -31.3% | -9.9% | -51.8% |
| All | -7.0% | -41.4% | +34.4% | -19.9% |
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