+50.4%
JOBY vs FGI
-69.1%
+119.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +2.4% | -8.5% | -6.2% |
| 7D | -5.9% | +14.7% | -20.6% | -6.4% |
| 30D | -27.1% | +67.0% | -94.1% | -30.4% |
| 3M | -30.7% | +31.0% | -61.8% | -33.3% |
| 6M | -36.1% | +126.8% | -162.9% | -42.2% |
| YTD | -51.4% | +35.6% | -87.0% | -54.7% |
| 1Y | -52.2% | +108.9% | -161.1% | -57.5% |
| 3Y | -12.1% | -0.3% | -11.8% | -20.2% |
| All | +50.4% | -69.1% | +119.4% | +39.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling