-32.2%
JOBY vs MUB
+0.7%
-32.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | 0.0% |
| 7D | -8.2% | -1.2% | -6.9% | -5.4% |
| 30D | -25.1% | -2.8% | -22.3% | -19.9% |
| 3M | -28.8% | -3.1% | -25.7% | -23.2% |
| 6M | -36.1% | -2.9% | -33.3% | -31.2% |
| YTD | -52.2% | -2.0% | -50.2% | -49.3% |
| 1Y | -52.4% | 0.0% | -52.4% | -51.6% |
| 3Y | -13.6% | +7.4% | -21.0% | -24.8% |
| 5Y | -32.2% | +0.8% | -32.9% | -45.5% |
| All | -32.2% | +0.7% | -32.9% | -45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling