-51.6%
JOBY vs FE
+100.1%
-151.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.1% | -5.9% | -5.1% |
| 7D | -14.3% | +1.2% | -15.6% | -14.6% |
| 30D | +10.2% | +4.5% | +5.7% | +9.0% |
| 3M | -38.5% | +1.3% | -39.8% | -38.7% |
| 6M | -54.1% | +8.7% | -62.7% | -55.3% |
| YTD | -61.5% | +9.2% | -70.7% | -62.9% |
| 1Y | -65.7% | +7.0% | -72.6% | -66.7% |
| 3Y | -7.0% | +51.4% | -58.3% | -23.0% |
| 5Y | -44.2% | +47.7% | -91.9% | -53.1% |
| All | -51.6% | +100.1% | -151.7% | -60.8% |
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