+25.1%
JOBY vs FGI
-66.3%
+91.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +6.2% | -15.4% | -9.4% |
| 7D | +0.8% | +13.5% | -12.8% | +0.2% |
| 30D | +7.9% | +17.1% | -9.2% | +7.1% |
| 3M | -32.9% | +78.0% | -110.9% | -36.3% |
| 6M | -49.1% | +46.4% | -95.5% | -51.5% |
| YTD | -59.5% | +47.7% | -107.3% | -62.6% |
| 1Y | -67.2% | +56.8% | -124.0% | -70.0% |
| 3Y | +2.9% | +12.3% | -9.4% | -7.4% |
| All | +25.1% | -66.3% | +91.4% | +15.5% |
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