-31.0%
JOBY vs MDB
-25.2%
-5.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.7% | -6.8% | -6.4% |
| 7D | -5.9% | -4.5% | -1.3% | -4.5% |
| 30D | -27.1% | -14.0% | -13.1% | -24.2% |
| 3M | -30.7% | +5.3% | -36.1% | -33.1% |
| 6M | -36.1% | +31.9% | -67.9% | -43.6% |
| YTD | -51.4% | -14.6% | -36.8% | -51.0% |
| 1Y | -52.2% | +8.2% | -60.4% | -55.8% |
| 3Y | -12.1% | -5.0% | -7.0% | -24.1% |
| All | -31.0% | -25.2% | -5.8% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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