-38.9%
JOBY vs INDA
+42.0%
-80.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.3% | -5.1% |
| 7D | -5.9% | -2.6% | -3.3% | -2.7% |
| 30D | -27.1% | -2.9% | -24.2% | -24.3% |
| 3M | -30.7% | +2.4% | -33.1% | -32.4% |
| 6M | -36.1% | -2.6% | -33.4% | -33.2% |
| YTD | -51.4% | -10.0% | -41.4% | -44.3% |
| 1Y | -52.2% | -7.7% | -44.5% | -46.9% |
| 3Y | -12.1% | +8.9% | -20.9% | -21.6% |
| 5Y | -31.1% | +6.0% | -37.1% | -35.9% |
| All | -38.9% | +42.0% | -80.8% | -48.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling