-53.3%
JOBY vs IQV
+41.8%
-95.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.5% | +0.8% |
| 7D | -5.2% | -2.2% | -3.0% | -4.7% |
| 30D | -19.7% | +8.3% | -28.0% | -21.3% |
| 3M | -31.7% | +44.6% | -76.3% | -39.8% |
| 6M | -37.5% | +52.6% | -90.1% | -46.4% |
| YTD | -51.6% | +16.1% | -67.7% | -53.5% |
| 1Y | -53.3% | +37.3% | -90.6% | -56.7% |
| All | -53.3% | +41.8% | -95.1% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 1y: compounded portfolio wealth divided by compounded IQV 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…
1y analysis · Full analysis span regression · 6 months rolling