-12.2%
JOBY vs FCUV
-99.2%
+87.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.3% | -2.0% | +1.2% |
| 7D | -5.2% | -66.5% | +61.3% | -4.2% |
| 30D | -19.7% | +5.0% | -24.7% | -20.5% |
| 3M | -31.7% | +63.8% | -95.5% | -36.8% |
| 6M | -37.5% | -67.8% | +30.3% | -36.7% |
| YTD | -51.6% | -82.4% | +30.8% | -48.9% |
| 1Y | -53.3% | -94.7% | +41.5% | -46.4% |
| 3Y | -12.2% | -99.3% | +87.0% | -5.5% |
| All | -12.2% | -99.2% | +87.0% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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