-48.5%
JOBY vs MUB
+2.9%
-51.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -2.0% |
| 7D | -3.4% | -0.9% | -2.6% | +0.6% |
| 30D | -13.6% | -1.4% | -12.2% | -7.4% |
| 3M | -39.5% | -2.2% | -37.3% | -32.4% |
| 6M | -31.9% | -1.9% | -30.0% | -25.9% |
| YTD | -48.9% | -0.8% | -48.2% | -44.3% |
| 1Y | -48.5% | +2.7% | -51.3% | -38.2% |
| All | -48.5% | +2.9% | -51.4% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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