-27.9%
JOBY vs FN
-36.0%
+8.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +11.7% | +0.2% | +10.2% |
| 7D | +21.0% | 0.0% | +21.1% | +19.3% |
| 30D | +3.1% | -34.3% | +37.4% | +6.6% |
| 3M | -27.9% | -39.9% | +11.9% | -26.0% |
| All | -27.9% | -36.0% | +8.0% | -26.0% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling