-48.5%
JOBY vs IVZ
+56.4%
-105.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.8% |
| 7D | -3.4% | +0.6% | -4.1% | -4.0% |
| 30D | -13.6% | +4.0% | -17.6% | -16.6% |
| 3M | -39.5% | +18.2% | -57.7% | -47.6% |
| 6M | -31.9% | +32.8% | -64.7% | -46.5% |
| YTD | -48.9% | +28.7% | -77.7% | -59.8% |
| 1Y | -48.5% | +55.4% | -103.9% | -65.3% |
| All | -48.5% | +56.4% | -105.0% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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