-53.3%
JOBY vs MSI
-2.0%
-51.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.3% |
| 7D | -5.2% | -0.4% | -4.8% | -5.2% |
| 30D | -19.7% | -0.8% | -19.0% | -19.8% |
| 3M | -31.7% | +13.9% | -45.7% | -30.8% |
| 6M | -37.5% | +1.3% | -38.9% | -37.1% |
| YTD | -51.6% | +22.3% | -73.9% | -51.3% |
| 1Y | -53.3% | -3.9% | -49.4% | -48.2% |
| All | -53.3% | -2.0% | -51.3% | -48.2% |
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