-13.3%
JOBY vs IAU
+122.5%
-135.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -0.8% |
| 7D | -8.2% | -3.4% | -4.8% | -6.4% |
| 30D | -25.1% | -1.1% | -24.0% | -24.8% |
| 3M | -28.8% | +5.8% | -34.6% | -31.0% |
| 6M | -36.1% | -16.9% | -19.2% | -30.7% |
| YTD | -52.2% | +0.1% | -52.3% | -51.8% |
| 1Y | -52.4% | +18.4% | -70.8% | -53.5% |
| All | -13.3% | +122.5% | -135.8% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 3y: compounded portfolio wealth divided by compounded IAU 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…
3y analysis · Full analysis span regression · 6 months rolling