-35.8%
JOBY vs MSCI
+40.8%
-76.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.7% |
| 7D | -3.4% | +0.4% | -3.8% | -3.7% |
| 30D | -13.6% | +0.6% | -14.1% | -14.1% |
| 3M | -39.5% | -7.1% | -32.4% | -37.8% |
| 6M | -31.9% | +0.8% | -32.7% | -33.7% |
| YTD | -48.9% | +1.0% | -49.9% | -50.7% |
| 1Y | -48.5% | +4.3% | -52.9% | -52.1% |
| 3Y | -8.0% | +9.9% | -18.0% | -19.3% |
| 5Y | -33.7% | -6.8% | -26.9% | -41.4% |
| All | -35.8% | +40.8% | -76.6% | -51.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling