-32.2%
JOBY vs FIS
-65.9%
+33.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -2.9% | -2.2% |
| 7D | -8.2% | -8.9% | +0.7% | -4.8% |
| 30D | -25.1% | -9.9% | -15.1% | -22.0% |
| 3M | -28.8% | 0.0% | -28.8% | -30.1% |
| 6M | -36.1% | -22.9% | -13.2% | -30.1% |
| YTD | -52.2% | -40.9% | -11.3% | -40.9% |
| 1Y | -52.4% | -40.4% | -12.0% | -41.8% |
| 3Y | -13.6% | -25.4% | +11.8% | -5.3% |
| 5Y | -32.2% | -64.8% | +32.7% | -9.3% |
| All | -32.2% | -65.9% | +33.7% | -9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling