-49.1%
JOBY vs IP
-4.0%
-45.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -2.1% | -7.1% | -8.4% |
| 7D | +0.8% | -0.9% | +1.6% | +1.3% |
| 30D | +7.9% | +6.7% | +1.2% | +5.0% |
| 3M | -32.9% | -16.6% | -16.4% | -28.2% |
| 6M | -49.1% | +6.0% | -55.1% | -51.2% |
| YTD | -59.5% | -10.7% | -48.9% | -58.8% |
| 1Y | -67.2% | -6.7% | -60.6% | -67.3% |
| 3Y | +2.9% | +17.1% | -14.2% | -14.5% |
| 5Y | -41.3% | -14.6% | -26.8% | -43.6% |
| All | -49.1% | -4.0% | -45.1% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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