-39.1%
JOBY vs MGY
+560.4%
-599.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | -5.2% | +3.5% | -8.7% | -6.1% |
| 30D | -19.7% | +5.3% | -25.0% | -20.9% |
| 3M | -31.7% | +2.6% | -34.4% | -32.8% |
| 6M | -37.5% | -3.3% | -34.3% | -38.4% |
| YTD | -51.6% | +29.2% | -80.8% | -56.7% |
| 1Y | -53.3% | +18.0% | -71.3% | -57.0% |
| 3Y | -12.2% | +30.0% | -42.2% | -22.5% |
| 5Y | -31.3% | +92.7% | -124.0% | -44.5% |
| All | -39.1% | +560.4% | -599.5% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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