-51.6%
JOBY vs FE
+11.4%
-63.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -6.5% |
| 7D | -5.9% | -0.2% | -5.7% | -6.0% |
| 30D | -27.1% | -1.2% | -26.0% | -27.6% |
| 3M | -30.7% | +1.7% | -32.4% | -30.0% |
| 6M | -36.1% | -7.5% | -28.6% | -35.1% |
| YTD | -51.4% | +6.3% | -57.7% | -51.6% |
| All | -51.6% | +11.4% | -63.0% | -42.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling