-65.8%
JOBY vs IWF
-1.6%
-64.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.4% | +3.7% | +3.3% |
| 7D | -0.6% | -4.2% | +3.6% | +8.6% |
| 30D | -12.6% | -8.1% | -4.5% | +4.6% |
| 3M | -36.6% | -5.1% | -31.6% | -29.6% |
| 6M | -43.0% | -1.4% | -41.6% | -40.1% |
| YTD | -61.7% | -0.1% | -61.6% | -59.2% |
| 1Y | -65.8% | -1.3% | -64.5% | -62.1% |
| All | -65.8% | -1.6% | -64.2% | -62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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