-43.5%
JOBY vs MOS
+44.0%
-87.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.1% | +11.8% | +11.8% |
| 7D | +21.0% | +21.6% | -0.6% | +13.5% |
| 30D | +3.1% | +12.0% | -8.8% | -0.8% |
| 3M | -27.9% | -3.9% | -24.1% | -27.7% |
| 6M | -43.6% | -3.3% | -40.3% | -43.8% |
| YTD | -55.1% | -4.6% | -50.4% | -55.5% |
| 1Y | -58.6% | -7.0% | -51.6% | -58.8% |
| 3Y | -0.5% | -24.4% | +23.9% | +2.5% |
| 5Y | -40.5% | -32.1% | -8.4% | -40.1% |
| All | -43.5% | +44.0% | -87.6% | -51.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling