-34.9%
JOBY vs FHN
+157.2%
-192.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +2.0% |
| 7D | +2.2% | +2.7% | -0.4% | +1.0% |
| 30D | -20.8% | -3.1% | -17.7% | -19.8% |
| 3M | -29.5% | +2.3% | -31.8% | -30.7% |
| 6M | -28.4% | +9.7% | -38.1% | -31.8% |
| YTD | -48.2% | +4.7% | -52.9% | -49.6% |
| 1Y | -49.1% | +13.8% | -62.8% | -52.4% |
| 3Y | -6.3% | +131.6% | -137.9% | -32.6% |
| 5Y | -27.2% | +91.1% | -118.4% | -46.7% |
| All | -34.9% | +157.2% | -192.0% | -51.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling