-53.1%
FISV vs JOBY
-32.0%
-21.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.3% | +4.1% | +5.3% |
| 7D | -2.7% | -5.2% | +2.5% | -2.4% |
| 30D | 0.0% | -19.7% | +19.8% | +1.4% |
| 3M | -2.8% | -31.7% | +28.9% | -0.9% |
| 6M | -11.8% | -37.5% | +25.7% | -10.0% |
| YTD | -23.2% | -51.6% | +28.4% | -20.5% |
| 1Y | -62.0% | -53.3% | -8.7% | -61.0% |
| 3Y | -57.6% | -12.2% | -45.4% | -61.0% |
| All | -53.1% | -32.0% | -21.1% | -56.6% |
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