-26.6%
JOBY vs FE
+46.8%
-73.4%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.6% |
| 7D | +2.2% | +0.6% | +1.6% | +2.1% |
| 30D | -20.8% | -2.1% | -18.7% | -20.5% |
| 3M | -29.5% | +2.6% | -32.1% | -30.2% |
| 6M | -28.4% | -6.8% | -21.6% | -27.2% |
| YTD | -48.2% | +6.9% | -55.1% | -49.8% |
| 1Y | -49.1% | +11.6% | -60.6% | -51.4% |
| 3Y | -6.3% | +47.7% | -54.0% | -23.1% |
| All | -26.6% | +46.8% | -73.4% | -42.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling