-35.8%
JOBY vs FN
+489.6%
-525.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.1% | -5.0% | -3.0% |
| 7D | -3.4% | -1.7% | -1.8% | -2.9% |
| 30D | -13.6% | -22.0% | +8.4% | -7.0% |
| 3M | -39.5% | -43.0% | +3.5% | -27.5% |
| 6M | -31.9% | -27.7% | -4.1% | -27.0% |
| YTD | -48.9% | -10.5% | -38.4% | -50.5% |
| 1Y | -48.5% | +12.5% | -61.0% | -54.7% |
| 3Y | -8.0% | +153.8% | -161.8% | -45.8% |
| 5Y | -33.7% | +288.0% | -321.7% | -69.3% |
| All | -35.8% | +489.6% | -525.4% | -72.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling