-2.2%
JOBY vs IBB
+86.9%
-89.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -2.2% | -7.0% | -6.7% |
| 7D | +0.8% | +1.6% | -0.9% | -0.6% |
| 30D | +7.9% | +6.7% | +1.2% | -0.5% |
| 3M | -32.9% | +6.3% | -39.3% | -38.8% |
| 6M | -49.1% | +23.9% | -73.0% | -62.3% |
| YTD | -59.5% | +26.6% | -86.1% | -70.9% |
| 1Y | -67.2% | +29.6% | -96.9% | -77.1% |
| All | -2.2% | +86.9% | -89.1% | -61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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