-65.8%
JOBY vs MSI
+28.6%
-94.4%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.2% | +2.9% | +4.2% |
| 7D | -0.6% | +2.8% | -3.4% | -0.4% |
| 30D | -12.6% | +9.1% | -21.8% | -12.0% |
| 3M | -36.6% | +12.5% | -49.2% | -36.3% |
| 6M | -43.0% | +14.2% | -57.2% | -42.4% |
| YTD | -61.7% | +30.7% | -92.5% | -61.2% |
| 1Y | -65.8% | +27.5% | -93.3% | -59.3% |
| All | -65.8% | +28.6% | -94.4% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 1y: compounded portfolio wealth divided by compounded MSI 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…
1y analysis · Full analysis span regression · 6 months rolling