-11.8%
JOBY vs MSI
+68.0%
-79.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.5% | -6.1% |
| 7D | -5.9% | -4.0% | -1.9% | -5.4% |
| 30D | -27.1% | -0.5% | -26.7% | -27.1% |
| 3M | -30.7% | +11.4% | -42.1% | -31.7% |
| 6M | -36.1% | +1.0% | -37.0% | -36.1% |
| YTD | -51.4% | +20.7% | -72.0% | -53.3% |
| 1Y | -52.2% | -2.7% | -49.5% | -51.5% |
| All | -11.8% | +68.0% | -79.9% | -32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling