-6.3%
JOBY vs MTSI
+241.4%
-247.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +0.4% |
| 7D | +2.2% | +4.9% | -2.6% | -0.3% |
| 30D | -20.8% | -11.6% | -9.2% | -16.7% |
| 3M | -29.5% | -24.1% | -5.4% | -20.5% |
| 6M | -28.4% | +32.4% | -60.8% | -40.6% |
| YTD | -48.2% | +60.4% | -108.6% | -62.4% |
| 1Y | -49.1% | +111.0% | -160.0% | -68.8% |
| 3Y | -6.3% | +246.1% | -252.4% | -62.2% |
| All | -6.3% | +241.4% | -247.7% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 MTSI 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