-12.2%
JOBY vs IQV
+22.1%
-34.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.5% | +0.5% |
| 7D | -5.2% | -2.2% | -3.0% | -4.2% |
| 30D | -19.7% | +8.3% | -28.0% | -22.7% |
| 3M | -31.7% | +44.6% | -76.3% | -44.4% |
| 6M | -37.5% | +52.6% | -90.1% | -51.1% |
| YTD | -51.6% | +16.1% | -67.7% | -55.9% |
| 1Y | -53.3% | +37.3% | -90.6% | -61.7% |
| 3Y | -12.2% | +21.6% | -33.8% | -30.8% |
| All | -12.2% | +22.1% | -34.3% | -30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling