-7.0%
JOBY vs IWD
+85.1%
-92.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.4% |
| 7D | -14.3% | +2.3% | -16.6% | -18.5% |
| 30D | +10.2% | +3.6% | +6.6% | +0.9% |
| 3M | -38.5% | +2.2% | -40.7% | -41.9% |
| 6M | -54.1% | +13.0% | -67.0% | -65.7% |
| YTD | -61.5% | +26.5% | -88.0% | -77.6% |
| 1Y | -65.7% | +30.1% | -95.8% | -81.3% |
| 3Y | -7.0% | +84.9% | -91.8% | -81.3% |
| All | -7.0% | +85.1% | -92.1% | -81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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