+15.8%
JOBY vs MSFU
+71.2%
-55.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.8% |
| 7D | -8.2% | -6.9% | -1.2% | -5.4% |
| 30D | -25.1% | -5.1% | -19.9% | -23.6% |
| 3M | -28.8% | +44.6% | -73.4% | -40.7% |
| 6M | -36.1% | +32.8% | -68.9% | -45.8% |
| YTD | -52.2% | -10.1% | -42.1% | -51.7% |
| 1Y | -52.4% | -19.4% | -33.0% | -49.5% |
| 3Y | -13.6% | +26.2% | -39.7% | -32.0% |
| All | +15.8% | +71.2% | -55.4% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 5y: compounded portfolio wealth divided by compounded MSFU 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…
5y analysis · Full analysis span regression · 6 months rolling