-39.1%
JOBY vs MUB
+3.8%
-42.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.8% | +0.2% |
| 7D | -5.2% | -0.8% | -4.4% | -3.3% |
| 30D | -19.7% | -2.4% | -17.3% | -15.0% |
| 3M | -31.7% | -2.8% | -28.9% | -26.8% |
| 6M | -37.5% | -2.2% | -35.3% | -33.6% |
| YTD | -51.6% | -1.6% | -50.0% | -49.2% |
| 1Y | -53.3% | 0.0% | -53.3% | -52.6% |
| 3Y | -12.2% | +7.9% | -20.1% | -24.3% |
| 5Y | -31.3% | +1.2% | -32.5% | -37.4% |
| All | -39.1% | +3.8% | -42.9% | -48.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling