-12.2%
JOBY vs INVH
-9.7%
-2.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.3% |
| 7D | -5.2% | -3.0% | -2.2% | -4.1% |
| 30D | -19.7% | -7.5% | -12.2% | -17.3% |
| 3M | -31.7% | -5.5% | -26.2% | -30.8% |
| 6M | -37.5% | +11.7% | -49.2% | -42.3% |
| YTD | -51.6% | +1.3% | -52.9% | -53.0% |
| 1Y | -53.3% | -6.1% | -47.2% | -52.4% |
| 3Y | -12.2% | -9.8% | -2.5% | -18.6% |
| All | -12.2% | -9.7% | -2.5% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 3y: compounded portfolio wealth divided by compounded INVH 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…
3y analysis · Full analysis span regression · 6 months rolling