-38.9%
JOBY vs IBN
+127.7%
-166.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.7% | -4.4% | -5.3% |
| 7D | -5.9% | -5.1% | -0.8% | -3.5% |
| 30D | -27.1% | -3.5% | -23.6% | -25.9% |
| 3M | -30.7% | +11.3% | -42.1% | -34.3% |
| 6M | -36.1% | +4.4% | -40.5% | -37.4% |
| YTD | -51.4% | -1.8% | -49.6% | -51.2% |
| 1Y | -52.2% | -8.0% | -44.2% | -50.9% |
| 3Y | -12.1% | +27.1% | -39.1% | -25.6% |
| 5Y | -31.1% | +54.5% | -85.6% | -46.3% |
| All | -38.9% | +127.7% | -166.6% | -54.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling