-49.1%
JOBY vs MOS
+40.2%
-89.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -4.6% | -4.6% | -7.8% |
| 7D | +0.8% | -2.6% | +3.3% | +1.7% |
| 30D | +7.9% | +13.5% | -5.6% | +3.4% |
| 3M | -32.9% | -2.9% | -30.0% | -32.8% |
| 6M | -49.1% | -1.0% | -48.1% | -49.5% |
| YTD | -59.5% | -7.2% | -52.3% | -59.5% |
| 1Y | -67.2% | -11.4% | -55.8% | -66.9% |
| 3Y | +2.9% | -29.0% | +31.9% | +8.3% |
| 5Y | -41.3% | -34.0% | -7.3% | -40.4% |
| All | -49.1% | +40.2% | -89.3% | -56.3% |
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