-65.8%
JOBY vs IEFA
+17.0%
-82.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.5% | +1.6% | -1.2% |
| 7D | -0.6% | +1.9% | -2.5% | -4.5% |
| 30D | -12.6% | +1.4% | -14.0% | -15.2% |
| 3M | -36.6% | -1.4% | -35.2% | -34.5% |
| 6M | -43.0% | +6.3% | -49.3% | -48.2% |
| YTD | -61.7% | +11.9% | -73.6% | -71.1% |
| 1Y | -65.8% | +17.0% | -82.8% | -77.3% |
| All | -65.8% | +17.0% | -82.8% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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