-53.3%
JOBY vs FDS
-27.2%
-26.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.1% |
| 7D | -5.2% | -14.0% | +8.8% | -6.9% |
| 30D | -19.7% | -6.2% | -13.5% | -20.2% |
| 3M | -31.7% | +10.2% | -41.9% | -30.6% |
| 6M | -37.5% | +27.4% | -65.0% | -35.4% |
| YTD | -51.6% | -9.3% | -42.3% | -54.2% |
| 1Y | -53.3% | -28.6% | -24.6% | -63.9% |
| All | -53.3% | -27.2% | -26.0% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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