+47.8%
JOBY vs FGI
-66.2%
+113.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +9.4% | -11.2% | -2.1% |
| 7D | -8.2% | +22.8% | -30.9% | -9.0% |
| 30D | -25.1% | +85.9% | -111.0% | -28.8% |
| 3M | -28.8% | +32.4% | -61.2% | -31.4% |
| 6M | -36.1% | +106.3% | -142.5% | -41.8% |
| YTD | -52.2% | +48.4% | -100.6% | -55.7% |
| 1Y | -52.4% | +116.4% | -168.8% | -57.7% |
| 3Y | -13.6% | +9.2% | -22.7% | -21.9% |
| All | +47.8% | -66.2% | +113.9% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded FGI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling