-45.9%
JOBY vs IP
-13.5%
-32.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.4% | -6.3% | -5.5% |
| 7D | -14.3% | -0.3% | -14.0% | -14.2% |
| 30D | +10.2% | +7.9% | +2.3% | +6.6% |
| 3M | -38.5% | -15.3% | -23.2% | -34.5% |
| 6M | -54.1% | +10.5% | -64.6% | -56.8% |
| YTD | -61.5% | -9.4% | -52.1% | -61.0% |
| 1Y | -65.7% | -4.6% | -61.0% | -66.1% |
| 3Y | -7.0% | +21.2% | -28.2% | -26.7% |
| All | -45.9% | -13.5% | -32.4% | -50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling