-28.0%
JOBY vs FIVN
-82.2%
+54.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.7% |
| 7D | -5.2% | -7.8% | +2.7% | -2.0% |
| 30D | -19.7% | -1.7% | -18.0% | -19.5% |
| 3M | -31.7% | +47.2% | -78.9% | -44.0% |
| 6M | -37.5% | +82.7% | -120.3% | -56.2% |
| YTD | -51.6% | +52.9% | -104.5% | -63.7% |
| 1Y | -53.3% | +17.5% | -70.8% | -60.2% |
| 3Y | -12.2% | -55.8% | +43.6% | +16.1% |
| All | -28.0% | -82.2% | +54.1% | +55.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling