-11.8%
JOBY vs IWD
+69.9%
-81.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.6% | -4.8% |
| 7D | -5.9% | -1.2% | -4.7% | -3.1% |
| 30D | -27.1% | -1.6% | -25.5% | -24.2% |
| 3M | -30.7% | +7.0% | -37.8% | -41.4% |
| 6M | -36.1% | +17.0% | -53.0% | -55.7% |
| YTD | -51.4% | +21.6% | -73.0% | -69.1% |
| 1Y | -52.2% | +28.0% | -80.2% | -72.6% |
| All | -11.8% | +69.9% | -81.7% | -76.7% |
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