-39.1%
JOBY vs FND
-41.0%
+1.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +0.8% |
| 7D | -5.2% | -5.8% | +0.6% | -2.3% |
| 30D | -19.7% | -20.2% | +0.5% | -10.1% |
| 3M | -31.7% | -12.0% | -19.8% | -28.8% |
| 6M | -37.5% | -18.5% | -19.0% | -32.8% |
| YTD | -51.6% | -22.3% | -29.3% | -47.0% |
| 1Y | -53.3% | -47.6% | -5.6% | -37.2% |
| 3Y | -12.2% | -49.8% | +37.5% | +15.3% |
| 5Y | -31.3% | -63.0% | +31.7% | -1.9% |
| All | -39.1% | -41.0% | +1.8% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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