-39.1%
JOBY vs INDA
+41.7%
-80.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +0.1% |
| 7D | -5.2% | -2.7% | -2.5% | -1.9% |
| 30D | -19.7% | -2.8% | -17.0% | -16.8% |
| 3M | -31.7% | +1.6% | -33.4% | -32.8% |
| 6M | -37.5% | -1.4% | -36.1% | -35.6% |
| YTD | -51.6% | -10.1% | -41.5% | -44.4% |
| 1Y | -53.3% | -8.8% | -44.5% | -47.3% |
| 3Y | -12.2% | +7.6% | -19.8% | -20.6% |
| 5Y | -31.3% | +5.8% | -37.1% | -35.9% |
| All | -39.1% | +41.7% | -80.8% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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