-37.2%
JOBY vs IP
-12.0%
-25.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.8% | +11.0% | +11.5% |
| 7D | +21.0% | -5.1% | +26.1% | +23.4% |
| 30D | +3.1% | +8.5% | -5.4% | -0.5% |
| 3M | -27.9% | -13.8% | -14.1% | -23.8% |
| 6M | -43.6% | +5.7% | -49.4% | -46.1% |
| YTD | -55.1% | -9.1% | -46.0% | -54.6% |
| 1Y | -58.6% | -0.8% | -57.8% | -59.8% |
| 3Y | -0.5% | +14.8% | -15.3% | -18.6% |
| All | -37.2% | -12.0% | -25.2% | -41.1% |
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