-12.2%
JOBY vs MTB
+114.2%
-126.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +0.9% | +1.0% |
| 7D | -5.2% | 0.0% | -5.2% | -5.2% |
| 30D | -19.7% | -4.8% | -14.9% | -16.7% |
| 3M | -31.7% | +6.0% | -37.7% | -35.7% |
| 6M | -37.5% | +19.6% | -57.1% | -47.2% |
| YTD | -51.6% | +21.5% | -73.1% | -60.0% |
| 1Y | -53.3% | +24.7% | -78.0% | -62.3% |
| 3Y | -12.2% | +108.6% | -120.8% | -58.4% |
| All | -12.2% | +114.2% | -126.4% | -58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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