-45.3%
JOBY vs FE
+6.7%
-52.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.6% |
| 7D | +16.4% | -0.4% | +16.8% | +16.1% |
| 30D | +14.4% | +3.6% | +10.8% | +17.7% |
| 3M | -30.2% | +0.3% | -30.5% | -30.5% |
| 6M | -45.3% | +6.4% | -51.7% | -39.3% |
| All | -45.3% | +6.7% | -52.0% | -39.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling