-36.0%
JOBY vs INFQ
-7.9%
-28.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | 0.0% | +0.9% |
| 7D | -5.2% | +2.1% | -7.3% | -5.8% |
| 30D | -19.7% | +6.1% | -25.9% | -21.9% |
| 3M | -31.7% | -7.1% | -24.6% | -32.6% |
| 6M | -37.5% | +14.8% | -52.3% | -42.3% |
| All | -36.0% | -7.9% | -28.1% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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