-38.9%
JOBY vs MSCI
+36.2%
-75.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.6% | -6.7% | -6.5% |
| 7D | -5.9% | -1.1% | -4.8% | -5.4% |
| 30D | -27.1% | -1.2% | -26.0% | -26.8% |
| 3M | -30.7% | -8.4% | -22.3% | -28.3% |
| 6M | -36.1% | -1.0% | -35.0% | -37.2% |
| YTD | -51.4% | -2.3% | -49.1% | -52.2% |
| 1Y | -52.2% | -1.2% | -51.0% | -53.9% |
| 3Y | -12.1% | +7.9% | -20.0% | -22.1% |
| 5Y | -31.1% | -10.1% | -21.1% | -37.9% |
| All | -38.9% | +36.2% | -75.1% | -52.5% |
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