+7.7%
JOBY vs FE
+49.2%
-41.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +16.4% | -0.4% | +16.8% | +16.4% |
| 30D | +14.4% | +3.6% | +10.8% | +14.8% |
| 3M | -30.2% | +0.3% | -30.5% | -30.1% |
| 6M | -45.3% | +6.4% | -51.7% | -45.2% |
| YTD | -55.5% | +8.1% | -63.6% | -55.7% |
| 1Y | -64.0% | +4.6% | -68.6% | -64.0% |
| All | +7.7% | +49.2% | -41.5% | -12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling