-34.9%
JOBY vs FIS
-68.1%
+33.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.9% | +7.4% | +3.7% |
| 7D | +2.2% | -3.5% | +5.7% | +3.5% |
| 30D | -20.8% | -7.8% | -13.0% | -18.5% |
| 3M | -29.5% | +0.8% | -30.3% | -30.9% |
| 6M | -28.4% | -21.9% | -6.5% | -22.3% |
| YTD | -48.2% | -39.5% | -8.7% | -37.2% |
| 1Y | -49.1% | -41.0% | -8.1% | -37.9% |
| 3Y | -6.3% | -23.6% | +17.3% | +1.7% |
| 5Y | -27.2% | -65.6% | +38.4% | -2.7% |
| All | -34.9% | -68.1% | +33.3% | -14.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling