-53.3%
JOBY vs ITOT
+17.8%
-71.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | -1.4% |
| 7D | -5.2% | -0.9% | -4.3% | -2.4% |
| 30D | -19.7% | -1.5% | -18.3% | -15.7% |
| 3M | -31.7% | +3.6% | -35.3% | -38.3% |
| 6M | -37.5% | +13.7% | -51.2% | -55.0% |
| YTD | -51.6% | +12.9% | -64.5% | -64.1% |
| 1Y | -53.3% | +17.2% | -70.5% | -67.0% |
| All | -53.3% | +17.8% | -71.1% | -67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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