-34.9%
JOBY vs MDB
+44.4%
-79.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.5% | +4.9% | +2.5% |
| 7D | +2.2% | -18.0% | +20.3% | +7.8% |
| 30D | -20.8% | -10.7% | -10.1% | -18.9% |
| 3M | -29.5% | +1.0% | -30.5% | -30.7% |
| 6M | -28.4% | +31.6% | -60.0% | -35.7% |
| YTD | -48.2% | -15.2% | -33.0% | -47.7% |
| 1Y | -49.1% | +10.1% | -59.2% | -52.5% |
| 3Y | -6.3% | -5.6% | -0.7% | -16.9% |
| 5Y | -27.2% | -24.5% | -2.7% | -39.9% |
| All | -34.9% | +44.4% | -79.3% | -45.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling