-44.0%
JOBY vs MAS
+57.5%
-101.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.8% |
| 7D | +16.4% | -1.8% | +18.3% | +17.5% |
| 30D | +14.4% | +23.6% | -9.2% | -1.0% |
| 3M | -30.2% | +12.4% | -42.6% | -35.8% |
| 6M | -45.3% | +21.9% | -67.1% | -53.0% |
| YTD | -55.5% | +36.1% | -91.6% | -65.4% |
| 1Y | -64.0% | +39.5% | -103.5% | -72.7% |
| 3Y | +13.3% | +59.1% | -45.8% | -22.7% |
| 5Y | -36.7% | +44.4% | -81.1% | -56.2% |
| All | -44.0% | +57.5% | -101.5% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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