-53.3%
JOBY vs FIS
-40.5%
-12.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | -5.2% | -7.9% | +2.7% | -5.4% |
| 30D | -19.7% | -8.0% | -11.8% | -19.8% |
| 3M | -31.7% | +0.6% | -32.3% | -32.5% |
| 6M | -37.5% | -22.2% | -15.3% | -35.8% |
| YTD | -51.6% | -40.8% | -10.8% | -50.5% |
| 1Y | -53.3% | -41.5% | -11.8% | -51.2% |
| All | -53.3% | -40.5% | -12.8% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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