-53.3%
JOBY vs MRSH
-9.2%
-44.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.2% |
| 7D | -5.2% | -4.8% | -0.4% | -7.4% |
| 30D | -19.7% | -6.3% | -13.4% | -22.2% |
| 3M | -31.7% | +5.8% | -37.5% | -29.9% |
| 6M | -37.5% | +2.8% | -40.3% | -35.3% |
| YTD | -51.6% | -3.1% | -48.5% | -49.0% |
| 1Y | -53.3% | -11.3% | -42.0% | -45.2% |
| All | -53.3% | -9.2% | -44.0% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 1y: compounded portfolio wealth divided by compounded MRSH 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…
1y analysis · Full analysis span regression · 6 months rolling