-34.7%
JOBY vs MOS
-31.8%
-2.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.4% | +3.6% |
| 7D | +28.5% | +19.7% | +8.8% | +21.1% |
| 30D | +13.6% | +21.5% | -7.9% | +6.4% |
| 3M | -28.5% | -0.4% | -28.1% | -29.0% |
| 6M | -43.1% | +4.5% | -47.7% | -44.6% |
| YTD | -53.2% | -2.9% | -50.3% | -53.9% |
| 1Y | -58.5% | -7.7% | -50.8% | -58.6% |
| 3Y | +16.6% | -25.6% | +42.3% | +20.7% |
| 5Y | -34.7% | -31.2% | -3.5% | -39.7% |
| All | -34.7% | -31.8% | -2.9% | -39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling