-13.3%
JOBY vs FIS
-25.6%
+12.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -2.9% | -2.2% |
| 7D | -8.2% | -8.9% | +0.7% | -4.9% |
| 30D | -25.1% | -9.9% | -15.1% | -22.1% |
| 3M | -28.8% | 0.0% | -28.8% | -30.5% |
| 6M | -36.1% | -22.9% | -13.2% | -29.3% |
| YTD | -52.2% | -40.9% | -11.3% | -38.4% |
| 1Y | -52.4% | -40.4% | -12.0% | -39.4% |
| All | -13.3% | -25.6% | +12.2% | -28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling