-61.1%
FISV vs JOBY
-48.4%
-12.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.4% |
| 7D | -0.3% | -3.4% | +3.1% | -0.5% |
| 30D | -2.1% | -13.6% | +11.5% | -2.6% |
| 3M | -5.7% | -39.5% | +33.8% | -7.0% |
| 6M | -15.3% | -31.9% | +16.5% | -16.6% |
| YTD | -21.1% | -48.9% | +27.8% | -23.5% |
| 1Y | -61.1% | -48.5% | -12.5% | -62.3% |
| All | -61.1% | -48.4% | -12.7% | -62.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling