-6.0%
JOBY vs MSCI
+6.9%
-12.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.8% | +5.3% | +3.2% |
| 7D | +2.2% | -2.1% | +4.3% | +3.1% |
| 30D | -20.8% | -1.7% | -19.1% | -20.4% |
| 3M | -29.5% | -8.2% | -21.3% | -27.7% |
| 6M | -28.4% | -2.4% | -25.9% | -29.1% |
| YTD | -48.2% | -2.8% | -45.4% | -48.8% |
| 1Y | -49.1% | -2.7% | -46.4% | -50.2% |
| All | -6.0% | +6.9% | -12.9% | -17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling