-34.9%
JOBY vs MOS
+69.5%
-104.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | +0.7% |
| 7D | +2.2% | +7.1% | -4.8% | +0.1% |
| 30D | -20.8% | +15.0% | -35.9% | -24.4% |
| 3M | -29.5% | +24.1% | -53.6% | -34.5% |
| 6M | -28.4% | +2.7% | -31.1% | -30.1% |
| YTD | -48.2% | +12.2% | -60.4% | -50.9% |
| 1Y | -49.1% | -16.3% | -32.8% | -47.3% |
| 3Y | -6.3% | -23.3% | +17.0% | -3.6% |
| 5Y | -27.2% | -4.2% | -23.1% | -35.4% |
| All | -34.9% | +69.5% | -104.3% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 10y: compounded portfolio wealth divided by compounded MOS 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…
10y analysis · Full analysis span regression · 6 months rolling