-80.8%
FIG vs JOBY
-62.7%
-18.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.8% |
| 7D | -12.2% | -8.2% | -4.1% | -11.4% |
| 30D | -11.0% | -25.1% | +14.1% | -8.3% |
| 3M | +11.9% | -28.8% | +40.7% | +15.5% |
| 6M | -21.9% | -36.1% | +14.2% | -18.9% |
| YTD | -40.8% | -52.2% | +11.4% | -36.7% |
| 1Y | -56.6% | -52.4% | -4.2% | -51.9% |
| All | -80.8% | -62.7% | -18.1% | -79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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