-39.1%
JOBY vs IBN
+130.6%
-169.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.6% | +0.4% |
| 7D | -5.2% | -3.0% | -2.2% | -3.8% |
| 30D | -19.7% | -1.5% | -18.2% | -19.2% |
| 3M | -31.7% | +7.9% | -39.7% | -34.3% |
| 6M | -37.5% | +8.6% | -46.2% | -40.0% |
| YTD | -51.6% | -0.6% | -51.0% | -51.7% |
| 1Y | -53.3% | -7.3% | -46.0% | -52.2% |
| 3Y | -12.2% | +26.2% | -38.4% | -25.4% |
| 5Y | -31.3% | +57.8% | -89.1% | -46.9% |
| All | -39.1% | +130.6% | -169.8% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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