-48.5%
JOBY vs FIVN
+27.5%
-76.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.5% |
| 7D | -3.4% | -2.3% | -1.1% | -3.1% |
| 30D | -13.6% | +12.4% | -26.0% | -15.1% |
| 3M | -39.5% | +36.0% | -75.5% | -41.7% |
| 6M | -31.9% | +86.0% | -117.8% | -39.7% |
| YTD | -48.9% | +65.9% | -114.9% | -53.6% |
| 1Y | -48.5% | +26.5% | -75.1% | -52.5% |
| All | -48.5% | +27.5% | -76.0% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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