-37.2%
JOBY vs MAS
+39.2%
-76.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.9% | +13.8% | +13.1% |
| 7D | +21.0% | +2.0% | +19.1% | +18.9% |
| 30D | +3.1% | +19.4% | -16.3% | -9.0% |
| 3M | -27.9% | +9.4% | -37.4% | -32.8% |
| 6M | -43.6% | +15.3% | -59.0% | -50.0% |
| YTD | -55.1% | +31.3% | -86.4% | -64.6% |
| 1Y | -58.6% | +34.9% | -93.5% | -68.1% |
| 3Y | -0.5% | +58.6% | -59.1% | -33.6% |
| All | -37.2% | +39.2% | -76.4% | -58.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling