-6.3%
JOBY vs MOS
-21.8%
+15.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | +0.6% |
| 7D | +2.2% | +7.1% | -4.8% | -0.2% |
| 30D | -20.8% | +15.0% | -35.9% | -24.8% |
| 3M | -29.5% | +24.1% | -53.6% | -35.1% |
| 6M | -28.4% | +2.7% | -31.1% | -30.4% |
| YTD | -48.2% | +12.2% | -60.4% | -51.4% |
| 1Y | -49.1% | -16.3% | -32.8% | -46.8% |
| 3Y | -6.3% | -23.3% | +17.0% | -1.3% |
| All | -6.3% | -21.8% | +15.5% | -1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling