-12.2%
JOBY vs MDY
+48.5%
-60.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | -0.3% |
| 7D | -5.2% | -1.9% | -3.3% | -1.5% |
| 30D | -19.7% | -4.6% | -15.1% | -11.6% |
| 3M | -31.7% | -1.2% | -30.5% | -29.5% |
| 6M | -37.5% | +9.2% | -46.7% | -46.2% |
| YTD | -51.6% | +13.1% | -64.6% | -60.6% |
| 1Y | -53.3% | +13.0% | -66.3% | -61.6% |
| 3Y | -12.2% | +49.2% | -61.4% | -57.2% |
| All | -12.2% | +48.5% | -60.7% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 3y: compounded portfolio wealth divided by compounded MDY 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…
3y analysis · Full analysis span regression · 6 months rolling