-49.5%
JOBY vs MAS
+54.9%
-104.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.4% | +8.4% | +7.1% |
| 7D | +4.3% | +4.6% | -0.2% | +1.0% |
| 30D | -8.3% | +19.9% | -28.2% | -19.0% |
| 3M | -32.1% | +8.9% | -40.9% | -36.3% |
| 6M | -38.9% | +20.2% | -59.1% | -46.9% |
| YTD | -59.8% | +33.9% | -93.7% | -68.5% |
| 1Y | -64.7% | +34.7% | -99.3% | -72.5% |
| 3Y | -15.1% | +60.4% | -75.4% | -42.5% |
| 5Y | -46.8% | +43.5% | -90.2% | -63.0% |
| All | -49.5% | +54.9% | -104.5% | -68.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling