-48.5%
JOBY vs IDXX
-16.0%
-32.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.0% | -2.4% |
| 7D | -3.4% | -3.5% | +0.1% | -2.0% |
| 30D | -13.6% | -8.4% | -5.1% | -10.3% |
| 3M | -39.5% | -5.2% | -34.3% | -38.4% |
| 6M | -31.9% | -17.5% | -14.4% | -26.7% |
| YTD | -48.9% | -20.9% | -28.1% | -44.2% |
| 1Y | -48.5% | -16.4% | -32.1% | -41.4% |
| All | -48.5% | -16.0% | -32.5% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 1y: compounded portfolio wealth divided by compounded IDXX 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…
1y analysis · Full analysis span regression · 6 months rolling