+57.8%
JOBY vs FGI
-70.4%
+128.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +7.5% | -9.4% | -2.2% |
| 7D | -3.4% | +0.5% | -4.0% | -3.5% |
| 30D | -13.6% | +65.4% | -79.0% | -17.4% |
| 3M | -39.5% | +23.5% | -63.0% | -41.6% |
| 6M | -31.9% | +60.5% | -92.4% | -37.2% |
| YTD | -48.9% | +30.0% | -78.9% | -52.4% |
| 1Y | -48.5% | +82.1% | -130.6% | -53.9% |
| 3Y | -8.0% | -4.4% | -3.7% | -16.4% |
| All | +57.8% | -70.4% | +128.2% | +47.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling