-45.9%
JOBY vs MSI
+124.3%
-170.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.0% | -4.9% |
| 7D | -14.3% | +3.2% | -17.6% | -15.6% |
| 30D | +10.2% | +17.6% | -7.4% | +2.0% |
| 3M | -38.5% | +14.5% | -53.0% | -42.5% |
| 6M | -54.1% | +34.3% | -88.3% | -60.6% |
| YTD | -61.5% | +39.7% | -101.2% | -68.5% |
| 1Y | -65.7% | +40.2% | -105.8% | -72.1% |
| 3Y | -7.0% | +77.1% | -84.1% | -42.1% |
| All | -45.9% | +124.3% | -170.2% | -77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling