-79.9%
FIG vs JOBY
-62.3%
-17.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.3% | +3.5% | +4.7% |
| 7D | -3.8% | -5.2% | +1.4% | -3.3% |
| 30D | -2.3% | -19.7% | +17.4% | 0.0% |
| 3M | +20.0% | -31.7% | +51.7% | +24.7% |
| 6M | -16.7% | -37.5% | +20.9% | -13.2% |
| YTD | -37.9% | -51.6% | +13.7% | -33.8% |
| 1Y | -58.5% | -53.3% | -5.3% | -54.3% |
| All | -79.9% | -62.3% | -17.7% | -78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling