-48.5%
JOBY vs FHN
+13.2%
-61.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | -3.4% | +1.2% | -4.6% | -4.0% |
| 30D | -13.6% | -4.7% | -8.9% | -11.6% |
| 3M | -39.5% | +3.5% | -43.0% | -41.4% |
| 6M | -31.9% | +7.8% | -39.7% | -35.7% |
| YTD | -48.9% | +5.9% | -54.8% | -51.2% |
| 1Y | -48.5% | +12.5% | -61.0% | -52.5% |
| All | -48.5% | +13.2% | -61.7% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 1y: compounded portfolio wealth divided by compounded FHN 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…
1y analysis · Full analysis span regression · 6 months rolling