-39.9%
JOBY vs FN
+484.6%
-524.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -0.5% |
| 7D | -8.2% | +2.3% | -10.4% | -8.9% |
| 30D | -25.1% | -23.2% | -1.9% | -18.9% |
| 3M | -28.8% | -30.4% | +1.6% | -20.7% |
| 6M | -36.1% | -25.6% | -10.5% | -32.1% |
| YTD | -52.2% | -11.3% | -40.9% | -53.5% |
| 1Y | -52.4% | +8.4% | -60.8% | -57.5% |
| 3Y | -13.6% | +166.2% | -179.8% | -50.0% |
| 5Y | -32.2% | +290.3% | -322.5% | -68.7% |
| All | -39.9% | +484.6% | -524.5% | -74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 10y: compounded portfolio wealth divided by compounded FN 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…
10y analysis · Full analysis span regression · 6 months rolling