-12.2%
JOBY vs FIVN
-55.2%
+43.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.8% |
| 7D | -5.2% | -7.8% | +2.7% | -2.4% |
| 30D | -19.7% | -1.7% | -18.0% | -19.5% |
| 3M | -31.7% | +47.2% | -78.9% | -42.4% |
| 6M | -37.5% | +82.7% | -120.3% | -54.7% |
| YTD | -51.6% | +52.9% | -104.5% | -62.4% |
| 1Y | -53.3% | +17.5% | -70.8% | -58.5% |
| 3Y | -12.2% | -55.8% | +43.6% | +23.4% |
| All | -12.2% | -55.2% | +43.0% | +23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling