+131.6%
IVV vs JOBY
-53.4%
+185.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.5% | 0.0% |
| 7D | +2.6% | -14.3% | +16.9% | +3.9% |
| 30D | -2.0% | +10.2% | -12.2% | -3.0% |
| 3M | -2.8% | -38.5% | +35.7% | +1.2% |
| 6M | +2.2% | -54.1% | +56.2% | +8.5% |
| YTD | +11.5% | -61.5% | +73.0% | +19.3% |
| 1Y | +13.5% | -65.7% | +79.1% | +22.4% |
| 3Y | +78.1% | -7.0% | +85.1% | +67.1% |
| 5Y | +73.1% | -44.2% | +117.3% | +57.5% |
| All | +131.6% | -53.4% | +185.0% | +108.8% |
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