-51.6%
JOBY vs MSCI
+62.2%
-113.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.3% | -6.2% | -5.7% |
| 7D | -14.3% | +3.0% | -17.3% | -15.8% |
| 30D | +10.2% | +17.8% | -7.6% | -0.8% |
| 3M | -38.5% | +15.2% | -53.7% | -44.1% |
| 6M | -54.1% | +16.5% | -70.5% | -59.3% |
| YTD | -61.5% | +16.4% | -77.9% | -66.2% |
| 1Y | -65.7% | +16.8% | -82.5% | -70.0% |
| 3Y | -7.0% | +35.8% | -42.7% | -29.3% |
| 5Y | -44.2% | +7.0% | -51.1% | -54.8% |
| All | -51.6% | +62.2% | -113.8% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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