-28.0%
JOBY vs FND
-63.3%
+35.3%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +0.7% |
| 7D | -5.2% | -5.8% | +0.6% | -2.3% |
| 30D | -19.7% | -20.2% | +0.5% | -9.8% |
| 3M | -31.7% | -12.0% | -19.8% | -28.7% |
| 6M | -37.5% | -18.5% | -19.0% | -32.6% |
| YTD | -51.6% | -22.3% | -29.3% | -46.9% |
| 1Y | -53.3% | -47.6% | -5.6% | -36.5% |
| 3Y | -12.2% | -49.8% | +37.5% | +15.9% |
| All | -28.0% | -63.3% | +35.3% | +7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling