-28.0%
JOBY vs INDA
+5.7%
-33.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | -0.1% |
| 7D | -5.2% | -2.7% | -2.5% | -1.5% |
| 30D | -19.7% | -2.8% | -17.0% | -16.5% |
| 3M | -31.7% | +1.6% | -33.4% | -33.0% |
| 6M | -37.5% | -1.4% | -36.1% | -35.5% |
| YTD | -51.6% | -10.1% | -41.5% | -43.6% |
| 1Y | -53.3% | -8.8% | -44.5% | -46.7% |
| 3Y | -12.2% | +7.6% | -19.8% | -23.6% |
| All | -28.0% | +5.7% | -33.7% | -33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling