-39.1%
JOBY vs FE
+94.4%
-133.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.5% | +1.3% |
| 7D | -5.2% | -1.4% | -3.8% | -4.9% |
| 30D | -19.7% | -1.9% | -17.9% | -19.4% |
| 3M | -31.7% | -0.2% | -31.6% | -32.0% |
| 6M | -37.5% | -7.1% | -30.5% | -36.6% |
| YTD | -51.6% | +6.1% | -57.7% | -53.0% |
| 1Y | -53.3% | +10.1% | -63.4% | -55.2% |
| 3Y | -12.2% | +46.9% | -59.1% | -26.7% |
| 5Y | -31.3% | +50.0% | -81.3% | -42.5% |
| All | -39.1% | +94.4% | -133.6% | -50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling